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Select Setup > Select Access Templates under General. The Access Templates tab is displayed.
- Click
- Enter the name of the template in the Template field.
Click Insert .
Select the Template Access Levels tab.
- Select the tick box corresponding with the new template in the Role Filter pane.
Click
Click [Apply Filter]. The access level settings for the selected template are displayed.
- Clickto modify the access levels applicable for the selected template.
- Select the tick box(es) corresponding with the required access levels.
- Click [Update All] Click to save the access level changes to the template.
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