# Call Templates Tab

Users with this role will then only be able to create calls on the Self Service Portal using the templates selected for their role.

{% hint style="info" %}

### Before you start

You must have **Self Service Portal Setup** enabled within your General Access Security Role in order to configure any Self Service Portal administration settings.

The **Call Templates** tab is enabled by selecting the Log Calls option on the Options tab.
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.
2. In the Explorer pane, expand **Self Service Portal**. Select **Self Service Portal Roles** to open the window.
3. Select the **New** icon to create a new role, or the **Action** icon to update an existing role.
4. If you are creating a new role, enter the name in the **Role Name** field.
5. Select the Call Templates tab.
6. Select the Template Security option. This enables the two tables in this window.
7. If you do not select this checkbox, Users with this role will have access to all call templates.
8. To give the role access to a template, select it from the **Select Call Template** list, and then select **Add**. You can select more than one template using the Ctrl and Shift keys. To give the role access to all of the templates, select **Add All**. The templates to which Users with the role will have access are displayed in the **Selected Call Templates** list.
9. To remove access to a template, select it in the **Selected Call Templates** list and then select **Remove**. To remove access to all of the templates, select **Remove All.**
10. To remove a template, select . Select  to remove all profiles from the **Selected Templates** list.
11. Select the **Save** icon to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.


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