Template Center Access Levels & User Roles

🌍 Please note: This feature is currently only available to customers in the UK and US.

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Overview

Access to the Template Center depends on your organization’s specific setup and your assigned role. To ensure smooth workflow management, Beam Notes features two primary user roles with distinct capabilities.

User Roles and Permissions

1. Template Center Managers (Full Access)

Often the Project Manager or a designated administrator, users with this role can oversee the entire template library.

• Request New Templates: Design and submit brand-new formats from scratch.

• Suggest Changes: Propose edits and iterations to any existing templates within their organization.

2. Team Managers (Partial Access)

Depending on your organization's configuration, Team Managers have partial access focused on refining current workflows.

• Suggest Changes: Propose edits to the specific templates already used by their team.

⚠️ Note: Team Managers generally cannot request brand-new templates; their focus is on optimizing the tools and templates that are already in use.