Understanding Access Templates

Owned by Miles Graves
Last updated: Jan 22, 2024
2 min read

An Access Template determines what capabilities a Merchant has while logged in to the Portal. Using an Access Template, roles can be automatically configured to a new user during setup in the Portal. See all available role resources that can be applied to an Access Template here. For example, an Access Template can be configured for a new user that does not allow them to send or configure additional signup forms for new Merchants.

Access Templates vs. Teams vs. Groups

  • Access Templates determine a Merchant’s Portal capabilities.

  • Teams determine the Merchant Portal account(s) a user has access to.

  • Groups determine the fees, risk decisions, and other parameters of multiple Merchants (entities).

How to Setup an Access Template

See the content below for steps to setup an Access Template:

Step 1: From the Portal Dashboard menu, click Access Templates (from the Users sub-menu – under the Management tab.)

 

Step 2: From the Access Templates menu, click the ADD ACCESS TEMPLATE button.

Step 3: Select the desired default role from the Select Role dropdown.

Step 4: Name the new Access Template and set the desired custom role resources and sub-resources, then click Save.

For more information regarding role resources, click here.

Warning: Access Templates can only be applied by creating a new user and only one Access Template can be applied to each user.