I made a template for Self and Manager review. When I did this, my colleague (first view, Francesco) cannot see this template. (see my and his view in the screenshots).
I want to make sure though, that (when we have all users in Upraise), they can all see the template. This way, the manager can distribute the forms to his/her employees him/herself. Can you help, how can I change a setting maybe to do this? Thanks, Petra
This is Annu from UpRaise team.
To let other users view templates, you need to set permission. Navigate to UpRaise Company directory >> Roles & permissions tab >> Forms section >> Templates section >> Update view template permssion.
Also, to let these users distribute the form please update permissions from the distribution section.
Dear @Annu ,
Ive set the roles but still the other person cant see the template. For example: I want to make a template for Performance evaluation. I as admin can make it and distribute. How do I make sure that also all the managers can distribute this template themselves to their team members?
And second: once I have distributed a form, I cannot edit anymore. Is there a way to change this or do I need to clone every time.
Hello everyone, Hope everyone is safe! A few months ago we posted an article sharing all the new articles and documentation that we, the AMER Jira Service Management team created. As mentioned ...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events