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Admin - Security Control - Templates

To create a security template:

  1. Click on the Create button.

  2. Type in the name that you'd like to refer to the template as in Template Name.

  3. Select an access level from the drop-down list for each of the functions.

    • Ensure that the access levels are set for the functions listed in each of the tabs.

    • To set all the pages/functions listed in a tab to the highest access level, click on Select All.

    • To set all the pages/functions listed in a tab to the lowest access level, click on Unselect All.

  4. Click on the Create button to save the template.

If the access levels for the template that you are creating are similar to the access levels of an existing template, you can copy the access levels from the existing template and then edit them to save time. The next slide provides the process.