Granting access to a particular Template to a specific Partner 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.
To grant access:
- Click Configure > Templates.
- On the Templates screen, click corresponding to the Template you want to grant access to.
Click Grant Access.
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.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 corresponding to the Template to revoke access and click Revoke Access. The list of Partners to whom access to the Template is granted appears. Click Revoke Access corresponding to the Partner you want to revoke access. Click Yes, revoke it, when prompted to confirm.