--- title: "Configuring Role Templates" slug: "configuring-role-templates" updated: 2026-04-16T07:54:02Z published: 2026-04-16T07:54:02Z canonical: "help.symphonysummitai.com/configuring-role-templates" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Configuring Role Templates 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, perform the following steps: 1. Navigate to **Workspace** > **Admin** > **Users** > **Role Template**. The **Role Template** page is displayed. 2. On the right action 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GJJ338JS.png) 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](/apex/docs/roletemplateotherconfiguration). - 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. #### **Add Other Configuration Details** Click **Add Other Configuration Details** to create a new Role Template and configure other configurations for the Role Template. #### **Super Admin Role Template** The Super Admin Role Template is an out-of-the-box (OOTB) system defined Role Template provided by default. To enable the first user to login to Symphony Application and define other Role Templates for an Admin, Analyst, or End User, the Super Admin Role Template is used. The Super Admin Role Template has complete access to all the UI pages, by default with Edit and View access privileges. Login to the App with Super Admin Role template privileges using the username mentioned during installation, you must login to the App with Super Admin Role template. Post logging-in define other role templates and then assign it to the user(s) such as Administrator, End User and Analyst. > [!NOTE] > Note > > You cannot modify the Super Admin Role Template as it is a system defined Role Template. > > The following screen depicts the Super Admin Role Template, once the first-time user logs-in to the App. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-TMPP3ZPL.png)Figure: Super Admin Role Template **Getting Started as a First Time User** The following infographic depicts the high-level functionality of Super Admin Role Template. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-role-templates-image-hng09lyh.png) During installation process, you need to provide the username who will login to the App and configure other Role Templates. The first time user will have access to Super Admin Role Template, by default. Specify the **Name** and **E-mail ID** of the user on **Customer Details** screen of **Symphony Configuration Tool** page. As shown in the below screenshot, Fredrick Norton with e-mail ID Fredrick.norton@zacme.com will be the first time user of the Symphony application having access to Super Admin Role Template. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-role-templates-image-7lxzjwvu.png)Figure: Symphony Configuration Tool - Customer Details Click **Update** and the **Application Configuration** screen appears with password. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-role-templates-image-lpq9v81m.png)Figure: Symphony Configuration Tool - Application Configuration Using **Role Template Mapping** icon under **Actions** on **Role Template – Menu Configuration** page, you can create new Role Templates and assign UI page access privileges to the Role Template and map the users to the Role Template. Based on your requirement, you can give any name to the Role Template. It will simplify the process for the first-time user to further create a set of pages for various modules. The following screenshot is an example of a Role Template (Admin Role) for Incident module created with the respective UI page access provided, after logging in with a Super Admin Role Template. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-D4KV2JJZ.png)Figure: Admin Role Template ### Super Admin Role Template Vs General Admin | **Parameter** | **Super Admin Role Template** | **Admin** | | --- | --- | --- | | Role template | Super Admin has a non-editable Role Templates. Navigate to **Admin** > **User** > **Role Template** > Select the required **Tenant** and **Module.** As shown in the below screenshot, for Super Admin Role Template, **SUBMIT** button is not present to save the modified changes. Screenshot - Super Admin Role Template ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-FKNW8P9U.png) | General Admin or any other Admin Templates can be edited. Navigate to **Admin** > **User** > **Role Template** > Select the required **Tenant** and **Module.** As shown in the below screenshot, for Admin Role Template, **SUBMIT** button is present to save the modified changes. Screenshot - Admin Role Template ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GHVR39IZ.png) | | 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 - For adding Role Template - Menu Configuration, see [Role Template Menu Configuration](/apex/docs/roletemplatemenuconfiguration). - For adding Role Template - Other Configuration, see [Role Template Other Configurations](/apex/docs/roletemplateotherconfiguration). - For adding Users, see [Adding Users](/apex/docs/add-users). - For configuring Analysts, see [Configuring Analysts](/apex/docs/configuring-analysts).