Modifying Access Templates

When a change is made to an access template (new access levels added, removed etc), the access levels assigned to personnel from the template are not automatically updated. You must re-apply the template to assigned personnel. If you omit this step, personnel assigned to the template will have the original access levels assigned. Only when you re-apply the template, will the new access level settings apply.

Step-by-step guide

Follow the steps below to modify Access Templates:

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

2. Select the Template Access Levels tab.

3. Select the tick box corresponding with the required template in the Role Filter pane.
   
   
   
   

4. Click. The access level settings for the selected template are displayed.

5. Clickto modify the relevant access levels for the selected template.

6. Select the tick box(es) corresponding with the required access levels.

7. Click [Update All] to save the access level changes to the template.

8. Select the Access Templates tab.

9. Click
   
   
   
   

10. Select the required template from the Select an Access Template drop-down list. All personnel who are assigned the selected template are displayed.

11. Click  to update the access levels for all selected personnel with the changes to the template. A confirmation dialog box is displayed.
    
    
    
    
    

12. Click [X] to close the dialog box.
    
    
    

Video Guide:

Related articles

• Page:
  Setting up Safety Report Types
• Page:
  Assigning Safety Reporting Access Levels
• Page:
  Modify Task Types
• Page:
  Assigning Scheduling Access Levels
• Page:
  Modify Shift Codes

Access Templates Guide: