Overview

Updated on 17 Sep 2024
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Create Roles and Assign Access!

Role Template is a function under the Application Studio to create different personas in Platform and Application with different rights/access. The Application Designer / Application Administrator has access to all the features and screens on the Application and grants the required permissions to Analyst, Administrator, Approver, End User etc. It is the default configuration present in the Application.

User Persona: Application Designer / Application Administrator

Let's explore the following use-case.

Use Case User Persona: Application Designer / Application Administrator	Solution
ACME Consulting Services has a new mobile development division that requires Application designers to maintain multiple applications for various clients.	To accomplish the task, Application Administrator / Application Designer creates and configures the Role Template for the Analyst and End User for each of the specific applications. The Role Template is used to standardize and streamline the access levels and permissions for the Analyst and End User ensuring that each of the roles have the requisite accesses and permissions.

Configure Role Template

The Role Template can be used to define new Roles and Access at the Application, Module, and End User levels.

Note:

*When the user navigates to the Home screen, the current role selection ends.

Prerequisite

Roles need to be configured for setting up the Role Template.

Following are the steps involved in configuring the Role Template.

Navigate to Design Studio > Application > Access Control Center > User Role Template.
Figure: Landing page of Role Template
Select the Domain and Sub Domain. A Window displays to create a new Role Template.
Figure: Domain and Sub Domain selection.
Click New to create a new Role Template and the following page is displayed.
Figure: User Role Template

There are three steps to creating a new Role Template. These can be previewed in detail at the respective levels at which they are set.


Role Template Characteristics	Access Level	Screen Selection	Manage

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Define Role Template Characteristics

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