Configuring Role Templates

Owned by Aravind Naik (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
 Administrators
 Basic

Each Role Template is associated with a set of modules and a set of Tenants with View or Edit access. Each Role Template should be mapped to a domain, and the corresponding users who need access to that Role Template should also be mapped to the same domain from the USER LIST page. The Users can then access the Modules and Tenants as per the defined configuration settings within that Role Template. If a user is mapped to a single domain, then the domain is selected by default.

To configure Role Templates:

  1. Select Admin> Basic > Users > Role Template. The ROLE TEMPLATE page is displayed.
  2. On the ACTIONS panel, click Filters and select the Domain from the drop-down list.
  3. A list of configured Role Templates for the selected Domain are displayed.

    ROLE TEMPLATE page
    Figure:  ROLE TEMPLATE page  
    • To view the list of inactive Role Templates, select the Include Inactive check box.
    • Click a Template Name. The ROLE TEMPLATE - MENU CONFIGURATION page is displayed. You can view or modify the menu configuration. For more information about fields on the ROLE TEMPLATE - MENU CONFIGURATION page, see Role Template Menu Configuration.
    • Click the OTHER CONFIGURATION icon on the ACTIONS panel to view or modify the Other Configuration details for the selected Role Template. For more information about fields on the ROLE TEMPLATE - OTHER CONFIGURATION page, see Role Template Other Configuration.
    • You can add Role Templates and configure menus and other configuration using the icons on the ACTIONS panel.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ROLE TEMPLATES page.

ADD MENU CONFIGURATION

Click ADD MENU CONFIGURATION to create a new Role Template and configure menus for the Role Template for specific modules. For more information about configuring menus for a Role Template, see Role Template Menu Configuration_GM.

ADD OTHER CONFIGURATION DETAILS

Click ADD OTHER CONFIGURATION DETAILS to create a new Role Template and configure other configurations for the Role Template. For more information about configuring other details, see Role Template Other Configurations.

Super Admin Vs General Admin

Parameter

Super Admin

Admin

Role template

Super Admin has a non-editable Role Templates.

General Admin or any other Admin Templates can be edited.

Manual Creation or Default

The Super Admin Role Templates are Default Templates available in the system and these persists throughout the build.

The General Admin or any other Admin Templates are created manually.

Access Control

The Super Admin Templates have default access to all the pages in SUMMITAI UI.

An Admin can provide necessary access to the required pages based on requirement.

References