cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Sharon091
Helper II
Helper II

Hide options under Create Word Template

Hi,

Is there a way to hide the "Upload Template" and "Download Template" option under Create Word Template. 

Sharon091_1-1615902384223.png

 

1 ACCEPTED SOLUTION

Accepted Solutions
ChrisPiasecki
Super User
Super User

Hi @Sharon091,

 

You can control access to document templates using Security Roles and removing permissions to Document Template and Personal Document Template under the Business Management tab within the Security Role Permissions screen. More information at the link below.

 

https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#use-security...

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

View solution in original post

3 REPLIES 3
Sharon091
Helper II
Helper II

Any suggestions please.

@Sharon091 ,

Where is that screenshot from?

ChrisPiasecki
Super User
Super User

Hi @Sharon091,

 

You can control access to document templates using Security Roles and removing permissions to Document Template and Personal Document Template under the Business Management tab within the Security Role Permissions screen. More information at the link below.

 

https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#use-security...

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

Helpful resources

Announcements
Power Platform Call June 2022 768x460.png

Power Platform Community Call

Join us for the next call on August 17, 2022 at 8am PDT.

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Users online (1,881)