Role Template
- 11 Feb 2025
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Role Template
- Updated on 11 Feb 2025
- 1 Minute to read
- Print
- PDF
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Role Template is a function under the Platform Studio to create different personas in Platform and Application with different rights/access. The Super Admin has access to all the features and screens on the Platform and grants the required permissions to Administrator, Application Designer, End User, Approver, and Analyst. It is the default configuration present in the Platform.
User Persona: Super Admin
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Let's explore the following use-case.
Use Case User Persona:Super Admin | Solution |
| NovaTech Consulting Services has a new a mobile development division that requires Application Designer to maintain multiple applications for various clients. | To accomplish the task, Super Admincreate and configure the Role Template for the Application Designer. The Application Designer Role Template is used to standardize and streamline the access levels and permissions for the Application Designer ensuring that each designer has the appropriate tools and resources needed for their specific roles. |
Configure Role Template
The Role Template can be used to define new Roles and Access at the Application, Module, and End User levels.
Note
The current role selection is cleared when the user navigates to the Home screen.
Prerequisite
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- Roles need to be configured for setting up the Role Template.
To configure a Role Template, perform the following steps:
- Navigate to Platform Studio > User Access Management > Role Template.
Figure: Landing page of Role Template - Select the Domain and Sub Domain. A Window displays to create a new Role Template.
Figure: Select Domain and Sub Domain - The list page of the Role Template is displayed. Click New to create a new Role Template.
Figure: Role Template List page
4. The following page is displayed where the user can configure and create a new Role Template.
Figure: New Role Template
Figure: Select Domain and Sub Domain
Figure: Role Template List page
Figure: New Role TemplateThere are three steps to create a new Role Template. These can be previewed in detail at the respective levels at which they are set.
 |  |  |  |
| Define Characteristics | Access Level | Screen Selection | Manage Role Template |
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