---
title: "Role Template Other Configuration"
slug: "roletemplateotherconfiguration"
updated: 2026-02-28T11:59:47Z
published: 2026-02-28T11:59:47Z
canonical: "help.symphonysummitai.com/roletemplateotherconfiguration"
---

> ## 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.

# Role Template Other Configuration

You can specify the Tenants, reports, and screens to which Users can have access. The administrator can select the required menu access to the particular Role Template. Only the selected Menus are displayed to the users assigned to that Role Template. The access to users is based on the Domain and Role Template to which they are assigned.

#### **To add Role Template other configuration:**

1. Navigate to Workspace > **Admin** > **Users** > **Role Template**.
2. Click the **ADD** **OTHER CONFIGURATION** icon on the **ACTIONS** panel to create a new Role Template and add the Other Configuration details for the new Role Template.
3. On the **ROLE TEMPLATE - OTHER CONFIGURATION** page, select the Domain make the required selections.
4. Click **SUBMIT**. The Role Template Other Configuration details are added. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-2FXNTQQ1.png) Figure: ROLE TEMPLATE - OTHER CONFIGURATION page

##### Field Description

The following table describes the fields on the **ROLE TEMPLATE - OTHER CONFIGURATION** page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| Template Name | Type in the Template name. |
| Active | Select the check box to activate the Role Template. If selected, the Role Template becomes available to be assigned to Users. |
| **ADMINISTRATIVE SCREENS** |
| Tenant | Select the Tenants to which the Users assigned of the Role Template should have administrative rights. |
| **GENERAL SCREENS** |
| Tenant | Select the Tenants. The selected tenants are available to the Users assigned to the Role Template (general pages of the application) |
| **REPORT SCREENS** |
| Tenant | Select the Tenants. The selected tenants are available to the Users assigned to the Role Template (reports). |
| Workgroup | Select the Workgroups. The selected Workgroups are available to the Users assigned to the Role Template (reports). |
| Include Logged In User's | This field contains two check boxes as: - **Customer:** If selected, the logged in user will have access to their respective customer’s reports. - **Sub Customer:** If selected, the logged in user will have access to its customer and sub customer’s reports. |
| Customer | Select the Customers. The selected customers are available to the Users assigned to the Role Template (reports). |
| Location | Type in and select the required location(s). The selected locations are available to the Users assigned to the Role Template (reports). |
| Create Dashboard | If selected, the icon, **New Dashboard** is displayed on the Reports page. |
| Create Report | If selected, the icons, **New Report** and **Instant Report** are displayed on the Reports page. |
| **OPERATIONS MANAGEMENT (SCREENS & REPORTS)** |
| Customer | Select the Customers. The selected customers are available to the Users assigned to the Role Template (**Operations Management** pages and reports) |
| Location | Type in and select the required location(s). The selected locations are available to the Users assigned to the Role Template (**Operations Management** pages and reports) |
| **ASSET MANAGEMENT** |
| Tenant | Select the Tenants that should be available to the Users assigned to the Role Template (**Asset** **Management** page) |
| Location | Select the Locations that should be available to the Users assigned to the Role Template (**Asset** **Management** pages). Select Locations from the **Available Location** list, click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/roletemplateotherconfiguration-image-3awzbm68.gif)icon to move them to the **Selected Location** list. To remove locations from the **Selected Location** list, click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/roletemplateotherconfiguration-image-oir0tv4u.gif) icon. |
| **SCRIPTING** |
| Enable Scripting | If selected, the Scripting icon becomes available for the Administrators to write their own Java Script and CSS codes to customize the fields. |

##### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **ROLE TEMPLATE - OTHER CONFIGURATION** page.

**SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the configured Templates.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-CVJ33SVU.png) Figure: ROLE TEMPLATES page: List of Role Templates

- To display the inactive Templates, click the **Include Inactive** check box.
- To edit a Template, click the configured **Template Name**. Make appropriate changes and click **SUBMIT**.

**MENU CONFIGURATION**

Click **MENU CONFIGURATION** to configure menus for Role Templates.

### References

- For configuring menus for Role Templates, see [Adding Role Template Menu Configuration](/apex/docs/roletemplatemenuconfiguration).
- For adding Users, see [Adding Users](/apex/docs/add-users).
- For configuring Role Templates, see [Configuring Role Templates](/apex/docs/configuring-role-templates).