Access Templates are used to manage Personnel's access levels. One or more templates can be assigned to a person and they can be edited at any time, without a need to amend everyone's individual access.
-
Select Setup > Access Templates under General.
- Click on +Add New Template.
- Enter the name of the template in the Template field.
-
Click
.
-
Select the Template Access Levels tab.
- Select the tick box corresponding with the new template in the Role Filter pane.
-
Click Apply Filter. The access level settings for the selected template will display underneath.
- Click on the pencil next to the Access Level you wish to modify.
- Select/deselect the tick boxes to grant/remove different kinds of access.
If the Access is a View/Modify Selection type, select the applicable bases and/or departments or select "User's Home Base and Department" if you wish for the access to only grant access to the user's own Home Base/Department.
- Click
to save the access level changes to the template.
If you are editing the template, please keep in mind the changes will not automatically apply to template assignees. You need to go to the Access Templates tab and click on the Apply/Reapply Access Template button at the top of the table. You would then choose a relevant template from the dropdown list at the top, tick the personnel that needs to have the template re-applied, and click on the button saying Re/Apply Access Template.
In addition to streamlining the access level assignment process, access level templates are used in the Document Library and Hazard Register modules, to control which personnel have access to documents and hazards. See Understanding Access for more information.
Comments
0 comments
Please sign in to leave a comment.