Installation and Configuration Guide - Loaders

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Assign Responsibilities

 
Assigning a Responsibility to a Template is a useful way to add additional security. By doing this the Template can only be accessed by those users who have the assigned Responsibility. This step should be done by the Template Manager.
 
1.    To begin, click the “Application Interface Wizard – Setup” ribbon option and select the “Manage Templates” icon.
 
 
2.    Select the correct Template to assign the Responsibility.
 
 
3.    Once the Template is selected, click on the “Responsibilities” tab as below. Enter the relevant Responsibility in the search text box and click the “Search” button.
 
 
All Responsibilities that match the entered criteria will be shown in a list below the Search field.
 
4.    Select the Responsibilities you want to assign to the Template. You can select multiple Responsibilities at the same time by holding down the Ctrl key + left mouse click from the searched list.
 
Once all the required Responsibilities are selected, click on the “>” right arrow button at the bottom of the Responsibility list.
 
 
5.    All Responsibilities selected will be moved to the right-hand pane. Click the “Save To Repository” button to save the changes.