---
title: "Configure Role Template"
slug: "overview-3"
updated: 2026-04-30T10:50:41Z
published: 2026-04-30T10:50:41Z
canonical: "help.symphonysummitai.com/overview-3"
---

> ## 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.

# Configure Role Template

Previously, Service Automation was accessed as a separate application, opened in a different browser tab. To reduce context switching and deliver a **single, cohesive automation workspace**, SA has been **integrated directly inside APEX**. All SA features are now discoverable and configurable in one place, enabling simpler administration and a more consistent user experience.

**Key outcomes:**

- Single-entry experience: Users stay inside APEX for all SA activities.
- Centralized control: Permissions are managed through **Users** > **General** > **Role Template**.
- Cleaner information architecture: Application Settings are consolidated inside Configuration.

> [!NOTE]
> What’s New?
> 
> - SA is now a native within APEX**.**
> - Role Template governs access to SA (enable/disable module and set permissions).
> - Edit supersedes View: when **Edit** is enabled, **View** is implicitly granted and shown as greyed out.
> - All SA menus (Dashboard, Skills, Workflows, Schedulers, Integrations, Reports, Configuration) are individually permissioned.
> - Application Settings relocated: Now in **Configuration**.

## Configure Role Template for Service Automation

Access to Service Automation is governed through the **Role Template** configuration in APEX.

To enable role template, perform the following steps:

1. Navigate to **Users** > **General** > **Role Template.**
2. Select **Domain** on the Filters for which you must enable and configure Service Automation.
3. Select **Super Admin** or any other applicable role template.

> [!NOTE]
> Note
> 
> The **Super Admin** role template cannot be edited. When this template is selected, the **Submit** button is not displayed. To make changes, the admin must choose a different role template.
4. In the left panel select **Service Automation** to view and edit the permissions. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/service automation(1).png)
5. For each SA menu (Dashboard, Skills, Workflows, Schedulers, Integrations, Reports, Configuration), choose **View** or **Edit**.

> [!NOTE]
> Note
> 
> - If **Edit** is enabled, **View** is automatically **greyed out**.
> - **Edit** implies **higher privilege**, meaning it **includes View access by default**.
> - Administrators may selectively grant or restrict access per SA component.
> 
> This ensures simplified access management while preventing conflicting permission combinations.
  - If you select **Edit**, **View becomes greyed out** (implied).
  - Save the Role Template.
6. Role templates allow administrators to provide **View** or **Edit** permissions across all Service Automation menus, that include the following:

| Menu | Typical Capabilities (View) | Typical Capabilities (Edit) |
| --- | --- | --- |
| **Dashboard** | View widgets, KPIs, current automation status, and the **Live Feed**. > [!NOTE] > Note > > The **Live Feed** option is available in the top-right corner of the dashboard and provides real-time updates. | View configured dashboard cards/widgets, thresholds, and layout. > [!NOTE] > Note > > Dashboard charts are fixed. Users cannot add, remove, or customize charts on the dashboard. |
| **Skills** | View available skills and their metadata. | Create/edit skills; manage assignment or categorization. |
| **Workflows** | View workflow list and definitions; inspect run history in read-only mode. | Create/edit/publish workflows; manage versions and triggers. |
| **Schedulers** | View job schedules and statuses. | Create/edit/disable schedules; change timing/recurrence. |
| **Integrations** | View configured integrations and endpoints. | Add/edit credentials, endpoints, mappings; enable/disable connectors. |
| **Reports** | View prebuilt reports and manage report filters. | Create report definitions; manage distribution and filters. |
| **Configuration** | View current SA configuration and settings. | Full configuration control; **includes Application Settings** (moved here from Top panel). |

After enabling Role Template, log in to the application with the persona configured on the role template. Example: if you have configured for Super Admin template, log in to the application as a user with Super Admin access.

1. In the Apex application select **SA** workspace. SA menu items is displayed within the application. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sa(3).png) Figure: SA Workspace

###