You can grant Granting access to a particular Template to a specific Partner to allow the allows Partner to use it. You can grant access to a particular Template if:
- The Template is publicly accessible, and
- The Partner to whom you are granting access is self onboarded.
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- Click Configure > Templates.
- On the Templates screen, click corresponding to the Template you want to grant access to.
Click Grant Access.
Info This option appears only if the Template is publicly accessible. - The Grant Access window appears listing all self onboarded Partners. Click Grant Access corresponding to the Partner to grant access.
Click Yes, grant it, when prompted to confirm.
Repeat steps 4 to 5 to grant access to multiple Partners.
Click Close to close 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.
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