How to bulk-assign an Access Template

Access templates can be assigned to personnel in either:
 

• Access Templates setup area. 

• Personnel Profile Access Levels

Access Template (Setup)

To assign a template to multiple personnel, it is recommended that you do so via the Access Templates setup area. Follow the steps below to assign Access Templates:

1. Select General.

2. Select Setup.

3. Select Access Templates.

4. Select Personnel Template Settings.

5. Select the template.

6. Select the personnel you wish to apply the access level template.

7. Click Add Additional Personnel. 


 *The access levels contained in the template will be added to the selected personnel.
 

Personnel Profile

1. Select Operations.

2. Select Personnel.

 

3. Filter to find correct Personnel.

When Using The Filter:

• Use the Department drop-down to view staff in a specific department.

• Use the Base drop-down to view staff at a specific location.

• Tick Show In-Active to include staff who are no longer active, including those who have left the organisation.

4. Select Access Levels.
5. Click Edit.

6. Select the Template to add to the user

7. Click Add Template.

8. Click OK. The template is added to the user.

9. Click OK to save the changes to the Access Levels screen for the user.

If you have any questions, please email us at [e-mail]