Access templates can be assigned to personnel in their Personnel Profile or in the Access Templates setup area. To assign a template to multiple personnel, it is recommended that you do so via the Access Templates setup area.
Follow the steps below to assign Access Templates:
From Access Templates Setup
Select Setup > Select Access Templates under General. The Access Templates tab is displayed.
Select the Personnel Template Settings tab.
Select the personnel you wish to apply the access level template to from the Please select Base, Department or Personnel to apply template to drop-down list.
Click [Add Additional Personnel]. The access levels contained in the template are added to the selected personnel.
Select Operations > Personnel. The Personnel screen is displayed.
Filter the Personnel screen according to your requirements.
Click
Click [Add]. A confirmation dialog box is displayed.
Click. The template is added to the user.
Click to save the changes to the Access Levels screen for the user.
Video Guide:
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Access Templates Guide: