Assigning Access Templates

Owned by Josh Miller (Deactivated)
Last updated: Aug 21, 2018 by Dan Le (Deactivated)
2 min read

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.

Step-by-step guide

Follow the steps below to assign Access Templates:

From Access Templates Setup 

  1. Select Setup > Select Access Templates under General. The Access Templates tab is displayed.

  2. Select the Personnel Template Settings tab.

  3. Select the required template in the Please select the template to modify drop-down list.



  4. 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.

  5. Click [Add Additional Personnel]. The access levels contained in the template are added to the selected personnel.

From Personnel Profile 

  1. Select Operations >  Personnel. The Personnel screen is displayed.

  2. Filter the Personnel screen according to your requirements.

    • Enter filter criteria in the text-box and click
    • Select a value from the Department drop-down list to view personnel located in a particular department.
    • Select a value from the Base drop-down list to view personnel located in a particular base location.
    • Select the Show In-Active tick box to include personnel that are no longer active in the system. This includes personnel which have ceased employment with your organisation.
  3. Click [Details] to view detailed personnel information. If you do not have the required access level to view personnel details, a warning is displayed.



  4. Select ‘Access Levels’ from the Personnel Profile pane.



  5. Click

  6. Select the template to add to the user in the Assigned Templates drop-down list.



  7. Click [Add]. A confirmation dialog box is displayed.

  8. Click. The template is added to the user.

  9. Click to save the changes to the Access Levels screen for the user.



Video Guide:




Access Templates Guide: