Granting Template Access

You can grant access to a particular Template to a specific Partner to allow the Partner to use it. 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:

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

3. Click Grant Access.

   
   
   
   

4. The Grant Access window appears listing all self onboarded Partners. Click Grant Access corresponding to the Partner to grant access.
   
   
   
   

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

   

    

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

7. 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.