Templates & Configuration
Overview
This section covers how to configure and customise your 1-to-1 templates. From visibility settings to permissions, these articles help you tailor 1-to-1s to your organisation's needs.
In This Section
Understanding 1-to-1 Settings
A comprehensive guide to all the settings available when creating or editing a 1-to-1 template, including activity data options and display preferences.
1-to-1 Visibility Options
Learn how to control who can see 1-to-1 content, including admin visibility settings and team manager access controls.
1-to-1 Permissions
Understand the role-based permissions that determine who can create, edit, view, and contribute to 1-to-1s across your organisation.
Previewing a 1-to-1 Template
Test how your template will appear to reviewees and reviewers before issuing it. Preview lets you verify questions, layout, and activity data display.
Duplicating a 1-to-1 Template
Save time by copying existing templates. Learn what gets duplicated and how to handle question sets when creating template copies.
Quick Links
Article | Best For |
|---|---|
Understanding 1-to-1 Settings | Template creators configuring new 1-to-1s |
1-to-1 Visibility Options | Admins managing data access |
1-to-1 Permissions | Understanding who can do what |
Previewing a 1-to-1 Template | Quality assurance before launch |
Duplicating a 1-to-1 Template | Creating variations of existing templates |
Speech-to-text for 1-to-1s | Enabling speech-to-text functionality for free text answers |
Related Sections
Getting Started – Basic template creation steps
Cycles & Scheduling – Setting up recurring 1-to-1s
Organisation & Management – Archiving templates