This guide will show how Letter templates are accessible to a user role.

To apply role security to a Letter

There may be some letter templates which you only wish to make accessible to certain roles to see and use. The letter templates that are made available are subject to Role Management security.

• Go to the following area:
  • Latest (left-hand) menu: System Configuration > Role Management
  • Pre-2025 (top) menu: System > Security > Role Management
• A list of roles in your HR system will be presented
• Click on the name of the role where you wish to grant/restrict letter access
• From the list of Actions select Letters
• The screen will display all of the letter templates that have been crated and display whether the selected role can access the document
• To make a document Accessible click on the button

• Click Review Changes – a summary of the changes will be presented
• Click Update
• Confirmation of the change will be presented. Then go on to make any other changes to any other roles as required
• The template will now be available to use in Letter Library & Distribution/Letter Store