Creating and Managing a Program Template in SmartHub

Accessing Program Templates

1. Click the drop-down arrow next to SmartHub

2. Click "Program Templates".

Program Templates Overview

1 Upload Template - Click the Upload Template button to initiate the wizard for creating a new program template (see Creating a Program Template below for more information).

2 Template List- The Template list displays any existing program templates and corresponding details.

3 Search Bar - Use the search bar to search for specific templates in the list.

4 Edit Icon (Pencil) - Click the pencil icon to edit the selected template, including permissions (see Managing a Program Template below for more information).

5 More Options (Three Dots Menu) - Click the three dots to reveal the option to export the template as a ZIP file.

Creating a Program Template

After clicking the Upload Template button, you are presented with the following dialog:

1. Follow the steps outlined (for further information, visit: Program Template Structure).

2. Click the Upload button.

Managing a Program Template

After clicking the edit icon next to a program template in the template list, you are presented with the following page:

From the sidebar, you can access the following pages:

1 Overview - The overview page provides you with a preview of your program template.

2 Permissions - The permissions page gives you access to the "Availability" drop-down, this allows you to alter the permissions.

Permissions

In the permissions page, you can perform the following actions:

1 View - Grants the user the “view” permission, allowing them to view the program template.

2 Manage - Grants the user the “manage” permission, allowing them to view and edit the program template.

3 Revoke Access - Removes the selected user’s access entirely.

4 Add Users - Click the Add Users button to open an interface that lets you add new users.

5 Search - Lets you search for existing users.