Make templates for users/groups/contacts available in the Web client

Templates for users/groups/contacts are available for use in the rich client as soon as they have been successfully loaded (see Load templates). To allow a "requester" in the self service portal GrantMA to use a template, the template must be assigned to an organizational category as a resource.

In the ARM configuration application, select Data Owner.

 

  1. Successfully loaded custom templates are automatically displayed in the resource selection.
  2. Drag and drop a template into the resources area.
  3. The template is automatically set to "Resource can be requested".