Sharing a Template with Individual Users or User Groups for Faculty and Administrators

As a faculty member or Administrator for your Digication institution, you will be able to create templates to share with individual users.

After you have completed customizing your Template, you can save your ePortfolio as a Template to the Library by your ePortfolio menu(1) and selecting "Add as Template"(2) from the menu options. Any Digication ePortfolio you have Editor or greater rights to can be saved as a Template. Next, you will be prompted to set the Share Settings for your Template.

The next screen allows you to set your Share Settings and customize your Template Info such as the title, URL, description, and the content license. Be sure when naming your Template, you give it a unique and easily identifiable title so other users will be able to locate the Template.

If you are unsure which content license applies to your template, keep the option as "Not specified". When you are finished setting your Template info, click the Continue button(3) to advance to the next step.

Similar to ePortfolios, you can manage visibility of your Template by setting permissions under Who Can See The Template. Be aware, permissions set on this screen will only affect who can see this Template in the Library once it has been created.

You can first set your Template general permissions(4) to help determine who can see your Template after it has been saved to the Library. If you are sharing your Template with only individual users, set your general permissions to "Private to me".

Next, you will be able to add sharing permissions(5) for any individual users or User Groups at your institution. You can search and add users by First or Last name, Username, or School Email Address. 

You can also search and add the default User Groups - Admin, Faculty, or Alumni, or any custom User Groups set up by your institution's Digication Administrators.

When you are finished setting your Template permissions, click the Continue button(6) to advance to the next step.

The Template Default Settings are a collection of settings that can be applied to any ePortfolios created from this Template. Toggle the slider next to "Require this template's settings on adopted ePortfolios"(7) to reveal and customize the list of settings that can be applied to ePortfolios created from this Template. When you are finished with the settings under Template Info, Who Can See the Template, and the Template Default Settings, click the Save Settings button(8) to finalize your template settings and save it to the Library.

After your Template has been saved, you will then be brought to your Template Library and see a success message stating that your "New template has been saved"(9).

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