<< Click to Display Table of Contents >> Navigation:  System Administration > Managing Role Review Template Assignment

 

Overview

 

Once a Review Template is created it is accessible only to the Default Role of the User who created it. Other Roles can be granted access to this Review Template using this option. The access can also be provided from the Role tab in Managing Review Template Assignment.

 

Only those Review Templates to which the current User has been granted access to are shown in the list.

 

Steps

 

1.Access the dialog box by clicking on the File tab of the Main Application Ribbon then click on Role Review Template Assignment.

 

2.From the combo box choose the Role you want to grant or revoke access from.

 

3.Check the box for each Review Template you want to grant access and uncheck the box you want to revoke access from.

 

4.You can print which review templates are assigned to which Role from the 'Role Review Template Assignment' box.

 

 

If the permissions are changed for the current user, they will take effect after the user logs off and logs back in to the system.