Enabling Configuration Studio For Production Templates

You can enable editing of production templates in Configuration Studio. This gives you the ability to make updates instantly.

Enabling Access to Configuration Studio for Production Templates

When you enable the management of document configurations for accounts in production, you allow access to production templates. Once enabled, users with enabled roles can directly edit document document templates for production trading partners. These updates can be made instantly, without the need for submitting a change requests or waiting for assistance. 

To allow a role access to Configuration Studio with production trading partners, follow these steps:

Note: Only Super Users can edit profiles. If you are a Super User, you can edit any profile except the Super User profile itself. To change the Super User profile or to create new user profiles, contact support. 

To edit a user profile, follow these steps:

1. From the Company tab, click Options.

2. From the menu that displays, click Permissions.

3. From the menu, select the user profile you want to edit. The Permissions Dashboard displays.

4. From the Permissions Dashboard, click the toggle the switch Configuration Studio - Production to the On position.

5. 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.