Creating an Access Certification Campaign Template

If you created campaigns using a template and want to delete that template, you must first delete the campaigns from which it was created. If you attempt to delete the template, a notification will display the campaigns based on the template and request that you delete the campaigns before deleting the template.

Actions for Compliance Managers and Administrators

Compliance managers and administrators can select one of the following actions to manage campaign templates:

• Create a new template
• Edit an existing template
• Duplicate an existing template
• Delete an existing template
• Create a campaign based on an existing template

The templates will display from left to right, row by row, sorted chronologically by the date of template creation.

Filtering Campaign Templates

You can filter the display of current templates to find them more quickly.

To filter the available campaign templates:

1. Select the Filters button.

2. Under Filters, type or select the relevant data in the following fields to narrow your search of campaign templates:

   • Template Name - Type the template name, or the first few characters of the name, then select the Search button next to that field.
   • Owner - Type the owner (user) name, or the first few characters of the name, then select the Search button next to that field.
   • Type - Select All, Permissions, or Identities from the drop-down menu.