Assign a role for configuring template mappings

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Enable a contract user to configure information placed in the contract document by assigning a contract configurator role.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Template mappings automatically insert default information in the contract document. To configure template mappings, the contract user requires a contracts configurator (sn_cm_core.contract_config) role.

    Procedimento

    1. Navigate to All > User Administration > Users.
    2. Search for and select the user.
    3. In the Roles related list, select Edit.
    4. Move the sn_cm_core.contract_config role from the Available list to the Selected list.
      Figura 1. Add sn_cm_core.contract_config role to user
      Add sn_cm_core.contract_config to the user
    5. Select Save.
    6. Save the user record by selecting Update.

    Resultado

    The user who with the sn_cm_core.contract_config role can update template mappings to pre-fill information that's placed in the contract document. For more information, Update contract template mappings.