To assign an RFx Template, first make sure you have created the template.
Next ensure that you have the User Access Rights for User Maintenance to be able to go into a user's page and assign a template to them.
To go into a user's page, select Users from the left navigation panel:
Select the user to whom you wish to assign an RFx Template by clicking on the notepad icon next to their name.
Then in the user's page, scroll to the menu called "Assign RFx Templates". Check all of the RFx Templates that you wish to assign to this user. Don't forget to click the 'Update' button at the bottom of the page.
The user can now create an RFx event using this template.
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