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Navigate to the Access Templates page by clicking the PLUS icon next to Users under the Management category in the left hand navigation bar, then click ACCESS TEMPLATES from the drop down menu.
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| title | Click here to view the features of the Access Templates page. |
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Add Access TemplateThe Add Access Template button is located in the top right hand corner of the page. Adding a new template in this page allows you to apply the template to specific Users or Groups on their respective pages. To add a new Access Template, follow the steps below: Step 1: Click ADD ACCESS TEMPLATE in the top right hand corner of the page to open a new section in the page. Step 2: Click the SELECT ROLE drop down menu and select the role: Referrer, Merchant Admin, or Merchant.
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| Note: You can learn more about individual role assignments available on the Users and Roles page. |
Step 3: Enter a name for the access template in the NAME field below the role, and you may optionally enter a description of the template. Step 4: Select the resources that the template will allow users to access. Available resources will depend on the role that you selected in Step 2, and by default all available resources are selected. To customize your template, remove resources by clicking the purple X or by deselecting them from the drop down menus next to each resource category. Step 5: When you have finished removing or adding resources to the template, save the template by clicking SAVE in the top right hand corner of the page, or discard your changes by clicking CANCEL.
Saved TemplatesThe Saved Templates section displays a list of any access templates, and allows you to edit or remove saved templates from your account. The Saved Templates section supports the following actions: To view a saved template, click the grey bar with the template name to open the template details in the page. To edit a saved template, click the PENCIL icon in the top right hand side of the grey bar. Edit any information and click SAVE in the top right hand side of the grey bar, or discard your changes and revert to the previous version of the template by clicking CANCEL. To refresh the template to view its most recent version, click the REFRESH icon in the top right hand side of the grey bar. To delete access templates, click the X icon in the top right hand side of the grey bar to open a lightbox in the page. Delete the template by clicking DELETE, or keep the template by clicking CANCEL in the lightbox.
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