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Activate or deactivate a template

Activate a template to make it available for your organization's team members to use to generate rosters. As a best practice, don't activate a template until its development is complete. Also, deactivate a template if you stop working with a carrier but want to keep the template for audit purposes. That way, the template can't be used to generate new rosters for that carrier.

From inside a template​

  • Activate a template: Click the toggle at top right to change it from Inactive to Active.
  • Deactivate a template: Click the toggle at top right to change it from Active to Inactive.

From the list of all templates​

  • Activate a template: Click the dropdown arrow () at the end of a template's row and select Activate.
  • Deactivate a template: Click the dropdown arrow () at the end of a template's row and select Deactivate.

Change a template's name or description​

  1. Click the pencil icon () next to the template name at top left.

  2. Replace the text in the Name and Description fields.

  3. Click Save.