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  3. 7.18
  4. AtHoc Account
  5. Configure accountability template settings
  6. Manage visibility options for Accountability Officer fields

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
    .
    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 the event creator to be able to see the Accountability Officer Messages section without being able to edit any fields within it.
    • 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.
    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
    .