How to create an access template?
Guide: Creating a Checklist Access Template
Step 1: Navigate to the Checklists Section
Start by opening the Checklists menu.
Once inside, go to the Templates tab.
Step 2: Access the Manage Templates Option
In the Templates section, click on More.
From the dropdown, select Manage Access Templates.
Step 3: Create a New Access Template
Click on Create Access Template.
Step 4: Fill in Template Details
Enter the template name in the designated field.
Add the person or group you want to grant access to the template.
Step 5: Set Permissions
Review the permissions options:
Read and Write: Allows the person to view and edit the template.
View Only: Restricts access to viewing the template without making changes.
Double-check permissions in the General Access section to ensure they are set correctly.
Step 6: Submit the Template
Once everything is configured, click Submit to finalize and save your new access template.