Template Manager Security Settings

Template Manager Security Settings
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Form Template Manager Security Settings provide portal Administrators and Super Users the ability to maintain user security access to the Form Template Manager module.


A user needs to be granted the appropriate Form Template Manager security roles in order to access and use the module. There are 4 possible Form Template Manager security roles available:


· VIEWER - This role allow assigned users read-only access to the form templates. Users assigned with this role can not create or make changes to any of the available form templates in the system.


· CREATOR - This role allow assigned users the ability to create and amend form templates, when it is in the Development state, before it can be progressed to the next stage for approval. In addition, users assigned with creator role can import and export form templates to and from a Enterprise Forms specific format.


· APPROVER - This role allow assigned users the ability to approve form templates that are in Pending Approval state. Users assigned with this role can approve form templates to progress to the Pending Publishing stage, or reject the form templates requiring further refinements. In addition, an approver can also close the form template if it is not required for further use.


· PUBLISHER - This role allow assigned users the ability to approve form templates that are in Pending Publishing state to Available state. assigned with this role can approve form templates to progress to the Ready state, or reject the form template back to Pending Approval requiring further refinements. In addition, an approver can also close the form template if it is not required for further use.


TIP: A portal user can belong to multiple Form Template Manager security roles, thus giving users the flexibility to create and publishing with one single user. In addition, when a form template changes from one state to another Enterprise Forms notify users with the appropriate assigned via email. The content and subject information of the notification email can be changed via the


This image provides an overall navigation layout of the Form Template Manager Security Settings main screen. Each of the available functionalities is described in detail below




Assign and Unassigned a DotNetNuke native portal role to a Form Template Manager role


· Select a System Role from the list available


· Individually select or unselect one or more Form Template Roles listed


· Click on Update link button to apply changes


TIP: One DotNetNuke native role can be mapped to up to 4 Form Template Manager roles giving users the ability to create and publish form templates as a single user.


This functionality is NOT available in Enterprise Forms Lite product.