<aside> 💡 Both Customers and Portal Users must be configured to utilize Work Order Templates. Follow these instructions to allow your portal users to create, manage and use Work Order Templates.

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Set Up 📖

  1. The first step is to set the Use Work Order Templates on the Customer Configuration page to true and click the Save button towards the top of the page

    For more info see Customer Settings

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  2. The Create Work Orders and Create/Modify Templates fields in the Permissions section on the Portal User page must be set to true

    For more info on the Portal User page see Create Portal Users

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  3. The Portal User can now access the Templates tab when they login

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