Role Template Menu Configuration

You can select the menus and submenus to which Users can have view/ edit access. The administrator can select the required menu access to the particular Role Template. Only the selected Menus are displayed to the users assigned to that Role Template. The access to users is based on the Domain and 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.
  4. Select a home page from the Landing Page list and click the Refresh icon. If you select the Active check box, the Role Template becomes available to be assigned to Users.
  5. Select the menus, submenus and the Edit, 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

 

 

USERS - ROLE TEMPLATE

Click USERS - ROLE TEMPLATE to view the users who are mapped to the specific Role Template. See Screen Shot.

References