Role Template Other Configuration

You can specify the Instances, reports, and screens to which Users can have access. The configuration is set for Role Templates. The Users have access based on the Role Template to which they are assigned.

To add Role Template other configuration:

Select Admin > Basic > Users > Role Template.
Click the ADD OTHER CONFIGURATION icon on the ACTIONS panel to create a new Role Template and add the Other Configuration details for the new Role Template.
On the ROLE TEMPLATE - OTHER CONFIGURATION page, make the required selections. For more information about the fields and icons on the ROLE TEMPLATE - OTHER CONFIGURATION page, see Field Description.
Click SUBMIT. The Role Template Other Configuration details are added.

Figure: ROLE TEMPLATE - OTHER CONFIGURATION page

Field Description

The following table describes the fields on the ROLE TEMPLATE - OTHER CONFIGURATION page:

Field	Description
DETAILS
Template Name	Type in the Template name.
Active	Select the check box to activate the Role Template.
Administrative Screens
Instance	Select the Instances to which the Users assigned to the Role Template should have administrative rights.
General Screens
Instance	Select the Instances that should be available to the Users assigned to the Role Template (general pages of the application)
Report Screens
Instance	Select the Instances that should be available to the Users assigned to the Role Template (reports).
Workgroup	Select the Workgroups that should be available to the Users assigned to the Role Template (reports).
Customer	Select the Customers that should be available to the Users assigned to the Role Template (reports).
Location	Select the Locations that should be available to the Users assigned to the Role Template (reports).
Create Dashboard	If selected, the icon, New Dashboard is displayed on the Reports page. For more information about the icon, see Reports and Dashboards.
Create Report	If selected, the icons, New Report and Instant Report are displayed on the Reports page. For more information about the icons, see Reports and Dashboards.
Availability (Screens and Reports)
Customer	Select the Customers that should be available to the Users assigned to the Role Template (Availability Management pages and reports)
Location	Specify the Locations that should be available to the Users assigned to the Role Template (Availability Management pages and reports)
Asset Management
Instance	Select the Instances that should be available to the Users assigned to the Role Template (Asset Management page)
Location	Select the Locations that should be available to the Users assigned to the Role Template (Asset Management pages). Select Locations from the Available Location list, click the icon to move them to the Selected Location list. To remove locations from the Selected Location list, click the icon.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ROLE TEMPLATE - OTHER 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.

MENU CONFIGURATION

Click MENU CONFIGURATION to configure menus for Role Templates. For information about configuring menus for Role Templates, see Adding Role Template Menu Configuration.

References

For configuring menus for Role Templates, see Adding Role Template Menu Configuration.
For adding Users, see Adding Users.
For configuring Role Templates, see: Configuring Role Templates.