Note:
This feature is currently in beta testing. If you would like to be an early adopter, please contact your Customer Success Manager.
Template Access Control allows administrators to assign access to templates to everyone, to single administrators, 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.
Important Note
Access Control is valid for both Alert and Poll form types. You can choose the type before creating your template.
Create or Change Template Access
Navigate to Alerting/Poll Templates
Click the plus-sign icon to create a new alert or poll template, or select an existing template from the Templates list
Navigate to the Access section
Click Add Person to give access to specific administrators
Use the Search bar to search for specific users, if needed
Check the checkbox next to an administrator's name to select them
Click Grant Access to give access to the selected administrators
Customize access permissions by checking the checkboxes for the desired access options
Read (selected by default): Select the template on an alert form
Update: Make changes and resave the template
Delete: Remove template permanently
Note:
Different access levels can be granted to each Administrator.
Click Add Role to give access to users with specific roles or within specific groups
Check the checkbox next to a role or group to select it
Click Grant Access to give access to the selected roles or groups
Customize access permissions by checking the checkboxes for the desired access options
Read (selected by default): Select the template on an alert form
Update: Make changes and resave the template
Delete: Remove the template permanently
Note:
Different access levels can be granted to each role or group.
Update the other template fields as needed
Review the template as needed, and click Save or Save As to save your changes
Template access has been updated
Notes:
Only Templates that the Administrator has been granted access to using 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.
