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You can grant access to a particular Template to a specific Partner. You can grant access to a Template, if and only if,

  • the Template is publicly accessible, and
  • Partner is self onboarded.

To grant access:

  1. Click Configure > Templates.
  2. On the Templates screen, click  corresponding to the Template you want to grant access.

  3. Click Grant Access.




  4. The Grant Access window appears listing all the self onboarded Partners. Click Grant Access 

 

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