Add an author

Add the authors to the document template. Authors are InSite users who may add documents.You can add multiple author layers to a document template.

Authors must always be InSite users. This also applies if you want to submit a document in OutSite.

You can add a Site management user group in the Authorisation Tool. Put the site managers in this group. You then link this group as the default author to the document templates which are only submitted by site managers.

To add an author:

1. Open Profit.
2. Go to: General / In & OutSite / Document template.
3. Open the properties of the document template.
4. Go to the tab: Authors.
5. Click on: New.
6. Select a value for Type.

   You can choose either User group, Selection, Authorisation role or Basis.

   Note:

   If you select the Basis type, you can only select authorised InSite users as authors. You would not want to do this for OutSite pages, but you would, for instance, for a 'Message to all employees' document template.

7. Select a value for Author level.

   Here, you can indicate that authors are only allowed to submit documents, maintain their own documents or maintain all documents. If a person occurs in several author layers with different author level settings, the rights are determined as follows:

   Maintain all documents -> Maintain my documents -> Submit all -> None

8. Click on: Next.
9. Select the users who are allowed to be authors of the document template.

   You can select multiple groups.

10. Click on: Finish.
11. Now check the linked readers.