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  1. Click Configure Templates.
  2. On the Templates screen, click 

    Image Removed corresponding to the Template you want to grant access to.

    Click Image AddedGrant Access.

    Info
    This option appears only if the Template is publicly accessible.


    Image RemovedImage Added

  3. The Grant Access window appears listing all self onboarded Partners. Click Grant Access corresponding Access to grant access to the Partner to grant access.
    Image Removed
    Image Added

  4. Click Yes, grant it, when prompted to confirm.

    Image RemovedImage Added

     

  5. Repeat steps 4 to 5 to grant access to multiple Partners.

  6. Click Close to close the Grant Access window.

     The access to the Template is granted successfully. The Partner can now use this Template to create a Transaction.  

    Info
    If you grant access to a deactivated Template, when the Partner login to Adeptia Connect, the Template status will be displayed as Inactive.

You can also revoke access to a Template from the Partner anytime whenever you need. Click  Image RemovedImage Added corresponding to the Template to revoke access and click Revoke Access. Click Revoke Access corresponding to the Partner you want to revoke access. Repeat the steps to revoke access from the multiple Partners.