Manage Copy Roles and Responsibilities

Each Copy Roles and Responsibility Template includes an Actions column that allows you to manage existing templates efficiently.

From this section, you can:

• Edit
• Delete
• Enable or Disable templates

These options help maintain and control the availability of templates in the system.

Edit a Copy Role and Responsibility Template

To modify an existing template:

1. In the Copy Role and Responsibility Template list, locate the required template.
2. Select Edit in the Actions column associated with the desired template.
   
   
    
3. The template opens in edit mode.
   Note: For detailed instructions on configuring a template, refer to Configure Copy Role and Responsibility Template.
4. Update the required details such as:
   • Template Name
   • Associated Metadata
   • Copy Elements and its participants
   • Translation Language and its participants
5. Select Save to apply your changes.
   Note: Updates do not affect projects that are already in progress.

Delete a Copy Role and Responsibility Template

To permanently remove a template:

1. Locate the template in the list.
2. Select the Delete (Trash) icon in the Actions column associated with it.
3. Confirm the action when prompted.
4. The template is permanently removed and cannot be used in future projects.
   Note: Deleting a template does not impact projects that have already used it.

Enable or Disable a Copy Role and Responsibility Template

You can control the availability of a Copy Roles and Responsibilities template for new projects.

To enable or disable a template:

1. Locate the required template.
2. Toggle the Enable / Disable switch in the Actions column.
   • Enabled
     • The template is available for use.
     • The configured participants will be automatically assigned when the project's metadata and base language match the template configuration.
   • Disabled
     • The template is not available for use in new projects. Even if the project’s metadata and base language match the template configuration, the participant assignments defined in the template will not be imported into the project.
       Note: Projects that were already using this template remain unaffected. Existing participant assignments in those projects will continue to function as configured.