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SelectÂ
Setup > Select Access Templates under General. The Access Templates tab is displayed.Select the Template Access Levels tab.
- Select the tick box corresponding with the required template in the Role Filter pane.
Click
. The access level settings for the selected template are displayed.Click
to modify the relevant access levels for the selected template.Select the tick box(es) corresponding with the required access levels.
Click [Update All] to save the access level changes to the template.
Select the Access Templates tab.
- Click
Select the required template from the Select an Access Template drop-down list. All personnel who are assigned the selected template are displayed.
ClickÂ
to update the access levels for all selected personnel with the changes to the template. A confirmation dialog box is displayed.
Click [X] to close the dialog box.
Video Guide:
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