By creating a new access template, you can make a predefined template available to access the files to associate with a classification tag. To create a new access template:
- Click on the menu icon in the top-left corner of your account’s homepage to access your DASHBOARD.
- Access the ACCESS TEMPLATE section.
- Click on the + ADD NEW symbol located in the top right.
- On the screen that is going to appear, in the GENERAL DATA area, enter the name that you want to assign to the template and select from the drop-down menu the company for which you want to make it available.
- Select the color to assign to the template by clicking on the colored square or typing the color code in the associated field.
- In the DESCRIPTION field, enter a brief description that allows you to have a quick reference to the template being created.
- In the ACCESS MODES area, activate the options placed under the TYPE column acting on the relative command in the VALUE column. Specifically, the options that you can apply to the template are:
- PASSWORD ACCOUNT – option that requires the account password to access the classified content.
- OTP VIA SMS – option that requires the entry of the OTP (One Time Password) sent to the mobile phone number linked to the account in order to access the classified content.
- OTP AUTHENTICATOR – option that requires the entry of the OTP (One Time Password) generated by the authentication app linked to the account to access the classified content.
- FINGERPRINT – option that requires fingerprint recognition on the mobile app to access classified content.
- DEADLINE – option that allows you to set a deadline for the application of the template. Beyond this deadline, which can be expressed through a VALIDITY PERIOD or through a NUMBER OF TIMES, the access template will no longer be applied.
- Click on SAVE to complete the operation.
- The access template is now created and you can apply it to a classification tag.