Best practice for delegating Document Template management to Event Managers

Hello,

We are using the latest version of Indico and we would like to decentralize the creation and management of document templates (badges, posters, and certificates).

Currently, it seems that creating ‘Global Templates’ is restricted to Global Administrators. However, we want to empower our Event Managers to create and edit their own templates without requiring intervention from a Global Admin for every new design or modification.

What is the recommended best practice for this?

  1. Is there a specific ‘Category Role’ or permission that allows a user to manage templates across multiple events within a category?

  2. Is there a way to allow non-admin users to promote an ‘Event Template’ to a ‘Category Template’?

Our goal is to reduce the workload on the Global Admin while maintaining a structured management of documents.

Thank you for your help!

Clóvis

Administration → Customization → Document templates

You can authorized specific people there to manage templates (on their events or categories).

Please read the warning on that page:

Danger zone

Creating templates requires knowledge in Jinja, HTML and CSS. It may also be possible to cause high resource usage on the Indico server (causing a Denial of Service) with poorly (or maliciously) crafted templates.

For this reason, template management access is restricted to Indico administrators. If needed, you can grant access to additional (trustworthy) users.

However, if your usecase is simply to

reduce the workload on the Global Admin while maintaining a structured management of documents

then the solution is generally to follow the approach we did with the default template and providing enough flexibility within a document template so people can just customize it via the input variables and not having to create their own templates.