You can create Access access templates to group settings automatically to determine users' roles and capabilities in the Portalportal. By creating an access template, you can apply the template and its customized array of resource settings to any user that is added to your account in the future. This tutorial will walk walks you through the steps for creating a new access template and customizing its settings.
Objective
Create a new access template and customize its settings.
Audience
Facilitators
Referrers
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
| Info |
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Prerequisites: You must have a fully boarded account to perform any of the actions described in this use case guide. |
Warnings
Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.| Note |
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Warning: When creating a new Access Templateaccess template, all Role Resources role resources and subresources are also selected by default. You will need to modify them and disable them individually to prevent access. |
| Note |
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Warning: Access Templates templates can only be applied only when creating a new user and cannot be retroactively applied after being created to an a pre-existing user retroactivelyafter being created. |
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
| Tip |
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Tip: You can apply Access Templates access templates to Merchants after successfully boarding by assigning your preferred template to your whitelabeled Merchant Signup Form. |
Additional Resources
See the following references to help you get started:
To learn more about access templates, see the information on the Understanding Access Templates page.
To learn more about the available Role Resources role resources and Subresourcessubresources, see the information on the Understanding Users & Roles page.
Create a User Access Template
1. Navigate to the Access Templates Page
Step 1:Click the PLUS icon next to Users in the left
navigation panel to open a drop-down menu.
Click ACCESS TEMPLATES in the Users drop-down menu to open the Access Templates page.
2. Create a New Access Template
Step 1:Click
ADD ACCESS TEMPLATE
in the upper-right
corner of the page to open the Add Access Template lightbox on the page.
Select the relevant primary role, then click Next.
Enter a name and description and click Next.
3. Enable Your Custom Template Resources
Step 1:Under Review & Customize Access, review each Resource category on the left
side to enable, disable, or modify any primary
role resources or applicable
role subresources.
Click the arrow next to a listed resource to reveal the Detailed Permissions section.
Detailed Permissions offers the following
role resource operations: Create, Full view, Summary view, Update, and Delete to modify the capabilities the
access template will provide its users for this
role resource.
(Optional)
To view or modify a complete list of all applied
role resources by user operation capabilities (as shown in Detailed Permissions), click
Advanced Options
in the upper-right
corner of the page.
4. Enable Custom API Roles (Optional)
Step 1:Click
Advanced Options
in the upper-right
corner of the page to reveal the Advance Options lightbox, then
turn on the Custom API Roles
toggle in the upper right.
Click
Select API Roles from the drop-down menu that appears at the top of the lightbox to view a toggle list of all available Custom API roles.
(Optional)
To remove any API roles that you have added to the Template Resource section,
clear the boxnext to the name of the API role.
5. Save Your New Template
When you have completed enabling or disabling the resources, click SAVE in the upper-right -hand corner of the page.
Result: Your new access template will appear in the table on the Access Templates page.
Next Steps
Once After creating the new access template is successfully created, review the following use case guides for additional information on related topics:
Add New Users:Add users and quickly customize their roles with your saved access template. See the Add New Users use case.
Create a Team:Create a team and apply your access template to the team settings with the Create a Team use case.
Conclusion
The new access template is now active and you can assign it to users associated with your account.
References
Click the links or items below to access any of the following pages: