For Administrators only.
Prior to this task:
✔ Work Order template must be created.
✔ User/Group must be created.
1️⃣ Signals Synergy Configuration ➡ select
| |
| 2️⃣ Work Order Settings pane ➡ select Templates | |
| 3️⃣ Work Order Templates section ➡ select Work Order template to share | |
| 4️⃣ Work Order template ➡ select | |
| 5️⃣ Sharing ➡ select Users/Groups | |
| 6️⃣ Sharing ➡ Users/Group tab ➡ select Filter by username/group name... ➡ type username/group name ➡ select | |
| 7️⃣ Sharing ➡ Users/Group section ➡ select |
Supporting Knowledge
Note: When sharing, users can decide whether to grant Read, Write, or Full Control access:
- Read – can view but not edit.
- Write – can edit and trash.
- Full Control – any action is available.
A user or group's access can be removed by clicking the [Remove User] next to the
[permission] dropdown.
If a menu is grayed out, then it is unable to be edited.
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