Select a quote template with security group

[GianlucaSedoc]

Hello fellas! i have a problem with security groups.
i have 2 users, with 2 different security groups. When one of them create a pdf template with his account, the oder user don’t see it(and it’s right) but when the second user go in the quote modules and select a quote to print in pdf, the sistems shows ALL the pdf themplate, without any filter. is there a way to fix it?

thanks all

[GianlucaSedoc]

Any idea to how fix this issue? thanks

[GianlucaSedoc]

UP still have the issue

[palach]

show your promises table , and security groups.

[GianlucaSedoc]

this is the group with the user i log in

this is the group setting

this is the view of all the pdf template he made(and it’s right)

this is where i can chose the template(this is the problem)

[GianlucaSedoc]

UP, still can’t find a solution about this problem

[Aftershow76]

@GianlucaSedoc

up with the u

Hi. Any solutions to this issue? I’m on 8.3 Security groups works and limits viewing the templates but selecting templates during print shows everything.

[Urvi]

Template Visibility Setting:

• Double-check the “Visibility” setting of each PDF template. Ensure it’s set to “Group” or “Role,” and the group associated with the template is correct.
• If the setting is “All” or “Owner,” adjust it to restrict visibility based on security groups.
• To access this setting: Go to Admin > PDF Templates > Edit the desired template > Check the Visibility dropdown.