trueChart Help

Template Manager

Introduction


TRUECHART template manager enables TCMC users to manage all templates globally within TRUECHART management console. 

The functions introduced with this feature:

  • Switch Templates between Private and Public
    • Bulk Action possible
  • Manage which users / groups a Template can be shared with
  • Delete Templates
    • Bulk Action possible
  • Templates that were created by users which have since been deleted will reflect under "Authorless Templates" 


Selected Templates that are public will display a list of Users or Groups for the Template to be shared with.

Note

The template owner remains the only user that can change the content of the Template



Creating Templates

In order to get templates in the TCMC listing - users have to create templates from within the TRUECHART Extension in their BI Platform

Instruction on this can be found here