Assigning User Permissions to a Template Group

You give user groups access to templates by assigning them permissions to specific template groups.

To assign user group permissions for a Template Group

  1. Open the HotDocs Hub.
  2. Navigate to Template Groups.
  3. Click a Template Group in the list.
  4. Navigate to the Permissions tab.
  5. Select groups from the User Groups list to assign to the Template Group.
  6. Click Save Group.

You can remove access permissions for a user group by de-selecting the group in the Permissions tab.

 

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