Role Template Menu Configuration

You can select the menus and submenus to which Users can have view/ edit access. The menu configuration is set for Role Templates. Users have access based on the Role Template to which they are assigned.

To add a Role Template:

1. Select Admin> Basic > Users > Role Template.
2. Click the ADD MENU CONFIGURATION icon on the ACTIONS panel to create a new Role Template and add the Menu Configuration for the new Role Template.
3. On the ROLE TEMPLATE - MENU CONFIGURATION page, select the Module and type in details for the new Role Template name and select a home page from the Landing Page list. If you select the Active check box, the Role Template becomes an available Role Template that can be assigned to Users.
4. Select the menus and submenus and the Edit and View check boxes to provide the required access.

Figure: ROLE TEMPLATE - MENU CONFIGURATION page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ROLE TEMPLATE - MENU CONFIGURATION page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Templates.

Figure:  ROLE TEMPLATES page: List of Role Templates

• To display the inactive Templates, click the Include Inactive check box.
• To edit a Template, click the configured Template Name. Make appropriate changes and click SUBMIT.
• Click ADD MENU CONFIGURATION to configure menus and submenus for the Role Template.
• Click ADD OTHER CONFIGURATION to add other configuration details for the Role Template. For more information about configuring other details for Role Templates, see Role Template Other Configuration details.

USER TEMPLATE MAPPING

Click USER TEMPLATE MAPPING to view the users who are mapped to the specific Role Template. See Screen Shot.

References

• For configuring other details for Role Templates, see Adding Role Template Other Configuration.
• For configuring Role Privileges, see: Configuring Role Templates.
• For adding Users, see Adding Users.