Assign Return Template(s) to user(s)

To assign a return template to a user, use the following steps:

1. Log in as the Admin or a user with the Administrator role or TemplateManager role.
2. Click your name on the top right of the screen and select Settings.
3. Click Return Templates.
4. Do one of the following:
5. Click Assign.

1. Click Edit on the row of the template you want to assign, and then click Assign.

5. Select the appropriate return template from the list.

6. Select the check box next to the user to assign the return template.

Click Select All to select all users in the list.

7. Click Assign.

8. Do one of the following:
9. Click Assign More to assign a return template to another user.
10. Click Close.

Unassign Return Template(s) to user(s)

1. Log in as the Admin or a user with the Administrator or TemplateManager role.
2. Click your name on the top right of the screen and select Settings.
3. Click Return Templates.
4. Click Unassign.
5. Select the check box next to the user to remove their currently assigned return template.

Click Select All to select all users in the list.

6. Click Unassign.
7. Do one of the following:
8. Click Unassign More to remove the current return template from other users.
9. Click Close.

See Also:

Create Return Templates

Edit Return Templates

Publish Return Templates

Lock and unlock Return Template fields