Template Access Control

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.

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

1. Sign in to your site
2. Navigate to Alerting/Poll Templates
   
3. Click the plus-sign icon to create a new alert or poll template, or select an existing template from the Templates list
   
4. Navigate to the Access section
   
5. Click Add Person to give access to specific administrators
   
   1. Use the Search bar to search for specific users, if needed
      
   2. Check the checkbox next to an administrator's name to select them
      
   3. Click Grant Access to give access to the selected administrators
      
   4. 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.
6. Click Add Role to give access to users with specific roles or within specific groups
   
   1. Check the checkbox next to a role or group to select it
      
   2. Click Grant Access to give access to the selected roles or groups
      
   3. 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.
7. Update the other template fields as needed
8. Review the template as needed, and click Save or Save As to save your changes
   
9. 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.