Setting Access Control to Header/Footer

Header and Footer Access Control allows administrators to manage which service report templates are available to specific staff members and departments, ensuring standardized branding and document accuracy across all generated reports.

Benefits of Header/Footer Access Control

• Guarantees that users use approved brand formatting, legal disclaimers, or regional company details customized to their department.

• Hides irrelevant or sensitive report templates from users, preventing accidental selection of incorrect company headers.

• Assigns individual default templates to staff so report headers auto-populate without requiring manual selection each time.

How to Set-Up a Default Template?

Use this section to grant specific users permission to access a template and to assign the primary company default template.

1. Navigate to Template Settings > Digital Form Templates > Header/Footer/Company Info Access Settings.
   
   
   
2. In the Header/Footer Template List (left box), you can select any template as your default by clicking on the Make Default button. You can then select the template you wish to configure.
   
   
   
3. In the User Access panel (right box), tick the checkboxes next to the individual users or department headers/footers (e.g., Sales, Technician (KL)) who are permitted to use this template. Note that if a user was not given permission on the header/footer template, but the header/footer template is set as default for all, the user would be able to select that header/footer template.
   
   
   
4. Click Save Changes in the bottom-right corner to apply your settings.
   

How to Set Individual Staff Default Templates?

When specific team members require a personalized default template (for example, staff assigned to a specific department), you can set an individual override that takes priority for that user.

1. Scroll down to the Individual Staff Default Header/Footer Template panel.
   
   
2. In the User List (left box), select the specific user.
   
   
   
3. In the Header/Footer Template List (right box), click Make Default next to the template that should automatically apply whenever that user generates a report.