Who this guide is for: System administrators – Requires ‘System Admin’ role and User Templates permission
Overview:
This guide explains how to delete an unneeded User Template. Templates cascade settings to assigned users, so removing unused templates keeps your system tidy.
How Template Deletion Works:
User Templates group settings (e.g. entitlements, view filters) that apply to multiple users. A template can only be deleted when no users are assigned to it, ensuring no orphaned assignments.
How to Set Up Template Deletion:
- Go to Admin tools > Admin panel > Template > User Templates.
- Locate the template you wish to remove and click the Delete button on its row.
- Click OK to confirm deletion.
Additional Information:
- User Template: A group configuration layer that passes settings to assigned users.
- Requires ‘System Admin’ role and User Templates permission.
- Warning: You cannot delete a template with assigned users—reassign or unassign users first.
- Tip: Use Bulk User Update to reassign multiple users at once.
- Use the search function within the platform to quickly find features or settings.