Using the Template Manager to manager template subscriptions

The Template Manager can also be used to subscribe to templates on a personal level, or be used by HelpMaster administrators to "push" out template subscriptions to multiple staff, or even skillgroups. This is a handy feature for system administrators who wish to set up new staff, or simply unify the template subscriptions among several people, or skillgroups.

Personal subscriptions vs Skillgroup "pushed" subscriptions

The HelpMaster system administrator can "push" subscriptions to individual staff members, or to entire skillgroups. When templates have been "pushed" to a skillgroup they will appear in the list of personal template subscriptions under the heading "Skillgroup pushed subscriptions" (see image below). The staff member will not be able to remove this type of subscription - only the system administrator (or someone with security access to the Template Manager) will be able to do this.

Pushing template subscriptions to a skillgroup is a easy way to ensure that groups of people have access to the templates that they need to do their job. It provides consistency as well as ensuring that when new staff members join a skillgroup, they automatically inherit the templates that have been pushed to that skillgroup.

Use

Open the Template Manager screen
Select the Subscriptions tab
From the Entity Type drop-down box, select the type of template you wish to subscribe to
From the Staff/Skillgroup drop-down box, select the staff or skillgroup that you want to subscribe template to
From the Templates listbox on the left, select all of the template that you wish to subscribe to and click add.
Click Apply
If a Skillgroup is selected in the Staff/Skillgroup drop-down box, all of the subscribed templates will be "pushed" to each member of the selected skillgroup. Furthermore, each time a new staff member is assigned to that skillgroup, they will automatically inherit the subscriptions for that skillgroup.

Note : Personal template subscriptions can also be set using the "User Preference > Subscriptions" menu selection. This screen / method is only used to configure the settings of the staff member who is currently logged into HelpMaster. If you wish to administer many staff, or entire skillgroups, you will need to use the Template Manager.