--- title: "Manage Role Template" slug: "manage-role-template-1" updated: 2024-03-25T07:01:00Z published: 2024-03-25T07:01:00Z canonical: "help.symphonysummitai.com/manage-role-template-1" --- > ## 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. # Manage Role Template Efficiently manage multiple **Role Templates** with **flexible View,** **F****ilter, Search and Edit** options. ### View The **View** option in the **Role Template** displays the list of users configured for the specific **Domain** and **Sub Domain**. To view the listing page of the **Role Template**, perform the following steps. 1. Navigate to **Design** **Studio** > **Application** > **User****Role Template**. The page displays the list of roles configured for the chosen Domain and Sub Domain. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/User%20Role%20Template(1).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D)Figure: View User Role Template ### Grid The grid provides a detailed view of the list page of the Role Template. For more information refer to the field description table below. | Field | Description | | --- | --- | | Id | This is the unique Id given to the created Role Template. | | Role Name | A specific name is provided for the Role Template. | | Description | A brief description of the Role Template is provided. | | No of Screens | Specify the order for sort by ascending or descending manner.Note: The number of screens configured can be viewed in the figure given below. | | Default | This toggle button clearly states if the Role Template is set to default. | | Last Updated By | Last user for modification. | | Last Updated Time | Last date and time of modification. | | Active | This toggle button clearly states if the Role Template is active. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1699247120847.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D)![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1699247277080.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) | The export to excel functionality allows the list page data to be exported to Excel. There is an option to export the current page or export all. | ### ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Accesss%20-%20No%20of%20Screens(1).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) Figure: No of screens configured ### Filter The **Filter** option present in the **Role Template** allows the restriction of content based on specific criteria. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filter%20User%20Role%20Template.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) Figure: Filter icon - Click the **Filter** icon to view the following filter options. Select the **Match All** or **Match Any** option from the list to filter the data based on the condition selected. The **Match All** option is selected, by default. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707371478684.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D)Figure: Filter option - Select the option to compare the data based on the conditions. Available options are as follows: - - Starts With - Contains - Not contains - Ends with - Equals - Not equals - Less than - Less than or equal to - Greater than - Greater than or equal to - Date is - Date is not - Date is before - Date is after - Active - Not ActiveNoteThe following filter options are available for numeric column values: - Less than - Less than or equal to - Greater than - Greater than or equal to The following filter options are available for date column values: - Date is - Date is not - Date is before - Date is after The following filter options are available for toggle switch Active: - Active - Not Active - You can click **Clear** to clear the configured filter and click **Apply** to set the filter condition. You can change which columns will appear on the Impact ID list page in which order by clicking![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702455875677.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) icon. The following window is displayed.  ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707371568611.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) Figure: Add column Add or remove the columns to be displayed on the list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707371688875.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) Figure: Add columns Click **Save** to save the new view of columns on the list page. Click **Cancel** to revert all the changes made and close the pop-up. Click **Clear All** to remove all the applied column view settings. ### Search The **Search** option in **Role Template** helps to easily search configured roles from the list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Search%20-%20User%20Role%20Template(2).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D) Figure: Search icon ### Edit The **Edit** option in the **Role Template** is used to amend the configured **Role Template**. To Edit the **Roles**, perform the following steps. 1. Navigate to **Design** **Studio** > **User Access Management > Role Template**. 2. Click the **ID** to open the Edit menu. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Edit%20User%20Role%20Template.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A51%3A53Z&se=2026-11-08T17%3A51%3A53Z&sr=c&sp=r&sig=5h65GYHYaOnRk3vSiWrIHxQY4v%2FpmX4JxuGXWLbynlA%3D)Figure: Edit Role Template 3. Any alterations to the **Role Template** can be made and updated.