You can grant access to a particular Template to a specifc Partner to allow the Partner to use it in doing Transactions. You can grant access to a Template if:
- The Template is publicly accessible, and
- The Partner to whom you are granting access is self onboarded.
To grant access:
- Click Configure > Templates.
- On the Templates screen, click corresponding to the Template you want to grant access to.
Click Grant Access.
- 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. The access to the Template is granted successfully. The Partner can now use this Template to create a Transaction.If you grant access to a deactivated Template, when the Partner login to Adeptia Connect, the Template status will be displayed as Inactive.