Enabling Configuration Studio For Trading Partners In Production
In the Permissions Dashboard you can enable editing of production templates in Configuration Studio. This gives you the ability to make updates instantly to production Smart Templates.
Enabling Access to Configuration Studio for Production Templates
When you turn on Configuration Studio in production, users can access and edit production document templates. Changes take effect right away—no need to submit a request or wait for help.
To grant a role access to Configuration Studio for production trading partners, you need to edit the user profile you wish to authorize.
Note: Only Super Users can edit profiles. If you are a Super User, you can edit any profile except the Super User profile itself. If you need further assistance, please contact support.
To edit a user profile, follow these steps:
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From the Company tab, click Options.
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From the menu that displays, click Permissions.
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From the menu, select the user profile you want to edit. The Permissions Dashboard displays.
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From the Permissions Dashboard, click the toggle the switch for the action Configuration Studio - Production to the On position.
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To save the change, click Save Changes. The setting is applied to the profile and will go into effect the next time the user logs in.
For more information on changing user-profile settings, click here.
Click here to learn how to modify a Smart Template using Configuration Studio.