Set Up Event Template Restrictions

If you want to identify people who can manage an event type, you can do so on the event template. The users you specify in the template's Event Security page are allowed to activate and update this type of event.

 

This feature is available if Restricted is enabled from within the template (that is, if the Restricted checkbox is selected when creating or editing a template). If enabled, the Restricted icon appears locked in the template's Restricted column on Event Templates.

To set up restrictions

1. In the main menu, click Event and then click Event Setup. The Event Templates page opens.

2. Take one of these actions:

   Create a new restriction

   1. Click Edit. The Edit Event Template: (event template name) page opens.

   2. Select the Restricted checkbox. 

   3. Select the Standard Event Type.

   4. Click Save. The Event Templates page reopens.

   5. Locate the template and, on that row, click (event template name). The View Event Template: (event template name) page opens.

   Manage or update an event restriction

   Locate the template and, on that row, click (event template name). The View Event Template: (event template name) page opens.

3. Click Restrictions. The Event Security for (event template name) page opens.

4. Select the check boxes for people you want to be able to manage the event.

5. Click Save. The Event Templates page re-opens.