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Categories Portfolios
Created by Jeremy Block
Created on Mar 14, 2024

Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a security role should have access to. Its all or nothing. If checklist templates were added at a portfolio level, we could limit which of the available templates a security role could see. This would helpful if we wanted to open up checklists to all employees for things like daily CDC health screens, during pandemics.

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