Assign Process Templates to Everyday Users

Assign process templates to Everyday Users to define the booking options available to them in EMS Web App.

  1. On the EMS menu bar, select Configuration > Everyday User Applications > Everyday Users.

  2. In Find, enter at least the first three characters of the user's name or email address.

    To narrow the results, filter by Group Type, City, Status, or Process Template.

  3. Select Display.

  4. Select the user, and then select Edit.

    The Everyday User dialog opens.

  5. Select the Process Templates tab.

  6. From the Available list, select the process templates that you want to assign to the user.

    To select multiple process templates, press and hold Ctrl as you select each one.

  7. Select Move (>) to move the process templates to the Selected list.

  8. Select OK.