- Available for Use By: Determines which users in the office can see and use the template. If you want to provide all users access, select Anyone. By default, access will be given to the template creator.
- Editable By: Determines which users can make changes to the template's content and settings.
RiTA makes it easy to stay consistent and save time with ready-to-use Action Templates. Whether you're adding notes after a call or sending an SMS or email, templates help you communicate quickly and professionally.
To get you started, RiTA comes with a library of action templates that you can customise to your needs.
Note: Some templates may only be edited by admins or the creator of the template. If you’re unable to view or edit certain templates, reach out to your administrator and request for edit access to the template you need.
This guide will walk you through the following:
It is recommended that you complete the RiTA Action Templates training course before using Action Templates.
Editing a template
Click on Action Templates to load the Manage Templates page where you will see all the templates that are currently available to you.
Image 1: Locating 'Action Templates' on the menu.
Find the template you want to edit and click on the three dots menu on the template you want to edit and select View/Edit.
Image 2: Editing a template.
Next, edit the Template Details, Settings and Template Content as you would a new template.
Remember to click Save to apply your changes.
Image 3: Saving your updated template.
Managing access to a template
Depending on how a template was initially set up, it may only be edited by admins or the creator of the template. You need to be either an admin user or the creator of the template to work through the access scenarios outlined below.
Usage and edit settings
If a user can't see a template, the first thing to check is whether they are included in the Available for Use By setting. There are two levels of template access:
Image 4: Setting access and edit permissions.
Topic restriction settings
Check whether the template has been enabled for the topics the user wants to work with. In the example screenshot below, this template will only be visible if the user is working with the 'Just Sold - My Agency' topic. Learn more about topicsImage 5: 'Topic Restriction' settings.
Template content settings
Check whether the template has been selected for the channel or content type the user wants to work with. In the example screenshot below, the user will only be able to view and use this specific template for Phone, SMS, SMS Conversation and Email (Plain & HTML) actions but not for a Follow Up, Appointment, Note or Archive action.Image 6: 'Template Content' settings.