Creating a Sharing Rule for License Key Template

The License Key template record is leveraged when a user generates or saves a template. If an object is set to private, users are only allowed to view records they own (or records their colleagues own via Roles). However, every user that needs to generate a document needs to confirm if the org licensing is valid.

For them to accomplish that goal, they will need to have read access to the License Key template. Because the object is set to private, a sharing rule can be created to allow all users (or specific roles/profiles) to access the License Key template.

Instructions

To create a sharing rule:

• Navigate to Setup > search for Share Settings
• In the “Manage sharing settings for:” drop down select the Sdoc Template object
• Click New under SDoc Template Sharing Rules
• From here you can set up the Sharing Rule, example:

Note: Sharing settings for the S-Docs Template object can be set up to allow certain roles, profiles, or for all users.

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