Template Access Control allows administrators to assign access to templates to everyone, single administrator(s) or by Role. Access control rules can apply to any template in your system.
Once Template Access Control is activated for your tenant and the Administrator possesses the Manage Alert Templates permission in their Role, they will have the ability to designate specific access levels for both existing templates and any new templates that are created.
To create or change access, click on an existing template or start a new template
Note: Access Control is valid for both Alert and Poll form types. Choose the type before creating your template.
- Once you have clicked the template or decided to create a new template, you will see a section called Access. This section will allow Administrators to assign to a person (administrator) or Role.
- From this section, the Administrator can choose
- Read - select on alert form only
- Update - can make changes and resave
- Delete - remove template permanently
- Adding access to specific Administrators is done by clicking Add Person. Checkmark which Administrators should have access, then click Grant Access.
- Once you have selected the Administrators for access, you can customize their permissions by choosing from the available options: Read (which is selected by default), Update, or Delete, depending on the level of access you wish to grant each Administrator. Different access levels can be granted to each Administrator.
- Optionally, access can be granted by Role or Group. Simply select the Role or Groups that should have access to this template.
Customize permissions by updating the access for each Role.
Only Templates which the Administrator has been granted access to by one of these methods will show as a selectable template on the Send Alert or Send Poll forms.
If an Administrator does not have permission to Manage Alert Templates, if the Role is granted access to Read, Update or Delete a template, the Administrator will be able to interact with the template in the navigation.
