This section covers all common operations after the creation of your template: activation, modification, deletion and access control.

Access to the management panel

All management operations begin in the same place:

1. Open your board In Tracking

2. Click on Open the board menu (button …) next to the board name

3. Select Manage PowerPoint templates

This dialogue shows you:

• The list of existing models for this board

• Their status (active/inactive)

• Their level of access

Add a new model

1. In the dialogue Manage PowerPoint templates:
   • Click on Add new

2. Get a copy to create your new model (see Create your template)

3. Upload the file:
   • Click on the area Template File

   • Select your file .pptx

   • Click on Uploader

4. Configure access:
   • Choose Everyone or a specific role

   • If you restrict access, only users with this role will be able to generate files with this template.

5. Activate the template:
   • Check Active so ready for users

   • Let inactive For administrator use only (test/draft)

6. Click on Close

Result: The model appears in the list and can be used via the button. PPTX

'Draft' mode on a model

1. In the dialogue Manage PowerPoint templates

2. Select the model wanted

3. Check or uncheck the box Active

4. Click on Close

Example workflow

1. Upload d'un nouveau modèle
   ↓
2. Laissez le mode brouillon pour tester
   ↓
3. Générez plusieurs tests
   ↓
4. Validez le rendu
   ↓
5. Décochez le mode brouillon pour le déployer
   ↓
6. Les utilisateurs peuvent maintenant l'utiliser

Modify an existing template

Have you found an error or do you want to improve the design?

1. In the dialogue Manage PowerPoint templates

2. Select the model to modify

3. Click on Download template (optional)
   • This allows you to retrieve the current model as a base

4. Edit your PowerPoint file:
   • Open the downloaded file (or your local version)

   • Make your changes

   • Record

5. Re-upload the model:
   • Click on the area Template File

   • Select your modified file

   • Click on Uploader

6. Click on Close

Control access by role

When adding or modifying a template, you can limit its visibility:

Use Cases

During generation, users will only see the models accessible to their role.

Delete a template

A deleted model is permanently removed from the board's library.

1. In the dialogue Manage PowerPoint templates

2. Select the template to delete

3. Click on DELETE

4. Confirm the deletion

5. Click on Close

Next step