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:
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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