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Template Access
HOW DO I PROVIDE ACCESS RIGHTS TO TEMPLATES
Note: Only Admin users have the privilege to provide access rights to internal users/ departments.
Step 2: Click on your profile image from the top right corner, and go to “Settings”
Step 3: Under the “Admin Settings” click on “Workflow Access” option.
Step 4: You will find two tabs 1. Department 2. Users
Access rights to Users
Step 5: Click the “Users” tab, you will find a user search box
Step 6: Search user and select the features and functionalities (workflows, activities/ sub-activities, Report, encrypt/ decrypt, etc.,) that you want to provide access rights by selecting the checkbox and clicking on the “Save” button.
Access rights to Department
Step 7: Click the “Department” tab, you will find a department search box
Step 8: Search department and select the features and functionalities (workflows, activities/ sub-activities, Report, encrypt/ decrypt, etc.,) that you want to provide access rights by selecting the checkbox
Step 9: Click the “Save” button to grant access successfully
Last modified 2mo ago