This feature is available for the following products:
Note: This feature is available by request. Please reach out to our support team to have this feature enabled.
Q: We created a custom report page for our leagues to utilize, but we do not want them to change it. Can we lock the page to ensure no changes can be made to the page we created?
A: If you would like to restrict who can modify a page you created in the Report Center, you have the ability to restrict who can modify a page by setting them as Report Templates. Once a report is configured as a template, the available options are restricted based on managers' permissions.
Setting Manager Permissions:
You can set which managers have permission to modify Report Templates. Report permission is restricted to the following manager types:
Customer Manager Admins
Customer Managers
Tour Managers: Tour Managers can only access reports marked as templates inside the managed tour.
Only customer manager admins can edit the list of users able to modify a report once marked as a template. If you are an admin and would like to set manager permissions, follow these directions:
If necessary, contact support to enable this feature.
From the Customer Center, go to Season Management > Report Center > Permissions (as shown below).
Check the box next to the name for managers you would like permission to edit, and uncheck the box next to the name for managers who should NOT have permission to edit Report Templates.
Click "Save" to ensure all changes are made.
Mark Report as Template:
When editing a page, with permission, customer managers can mark a report as a template (as shown below).
To mark a report as a template, follow these directions:
Edit an existing page or create a new page.
Set the "Template" toggle to "Yes" to mark the page as template.
Click "Save" to ensure all changes are made.
Once the page has been marked as a template, the available options for individuals without permissions will be restricted to:
Print: When printing a page, the configuration pop-up does not overwrite the original page configuration.
Copy: When copying a page, the clone is placed within the Event/League category and is no longer considered a template. The original document remains unchanged.