Manage visibility options for Accountability Officer fields

You can manage the visibility settings for the accountability template Messages and Workflow fields.

  1. In the navigation bar, click Account > Accountability Templates.
  2. Double click an existing accountability template, or click New to create a new accountability template.
  3. On the details screen for the accountability template, click Settings.
  4. On the Accountability Template Settings screen, click the Accountability Officers tab.
  5. Optionally, select Show Accountability Officer Messages.
    Note: When Show Accountability Officer Messages is not checked, each message section is hidden, but users can still select each message section to have it available during event creation.
  6. In the Visibility in Event section, do one of the following:
    • Select Show Accountability Officer section, and then select the check boxes next to each option you want to make available to users who are creating events from the template.
      • Select Show as initially collapsed if you want the Accountability Officer Messages section to display in its collapsed state when the template is first opened by the event creator.
      • Select Show as read-only and prevent accountability managers from editing if you want the event creator to be able to see the Accountability Officer Messages section without being able to edit any fields within it. Event creators can still see the List Targeted Accountability Officers link when this option is selected.
    • Select Hide Accountability Officer section if you do not want users who are creating events from the template to be able to see the Accountability Officer Messages section.
    Note: If a section of the template is not ready for publication, you cannot set the visibility options for that section to "Read-Only" or "Hide.".
  7. Click Apply.