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Edit an Existing Template

  1. Navigate to Compliance > Access Certification > Campaign Templates.

  2. Select a template from those displayed.

  3. Select the menu button on the top right of the selected template.

    The Edit, Duplicate, and Delete options will display.

  4. Select Edit.

    The Edit Template screen displays, and includes the same steps in the same order as in the Create Template screen:

    • General Details
    • Filter Selection
    • Review Process
    • Summary
    • Save

  5. Review each step and make any relevant changes.

  6. Select Save to save the changes.

    An information pop-up window will display to indicate that the template has been saved successfully.

  7. Select Close.