Delete communication templates
- Last UpdatedJan 04, 2024
- 2 minute read
A communication template cannot be deleted if it is In Use - in other words, it has been copied or a communication has been created from it.
Deleting a communication template that was copied from the library has no effect on the source template, and you can copy the source communication template again into the current Best Practice Library/Contract Configuration.
The following users can delete communication templates:
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Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission
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Business unit Best Practice Library: users with one of the following sets of permissions:
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the Manage Business Unit Best Practice Library permission for the business unit
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the Access Across Business Units AND the Manage Business Unit Best Practice Library permission
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Project/dept Best Practice Library: the Project administrator
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Contract Configuration: users with the following contract roles:
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Contract Owner
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Contract Administrator
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Contract Process Owner
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Company Representative
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To delete a communication template:
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Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.
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Select the Communication Templates tab.
The Communication Templates page is displayed.
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Click the
drop-down arrow for the communication template you want to delete, and select
Delete from the menu.
A warning message is displayed
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Click OK to confirm the deletion.