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    Role Template
    • 10 Jul 2024
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    Role Template

    • Updated on 10 Jul 2024
    • 1 Minute to read
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    • PDF
    Article summary

    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, Business User, Approver, and Analyst. It is the default configuration present in the Platform. 

    User Persona: Super Admin

    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 designers to maintain multiple applications for various clients. To accomplish the task, Super Admin creates and configures the Role Template for the App designer. The App Designer Role Template is used to standardize and streamline the access levels and permissions for App Designers ensuring that each designer has 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
    *When the user navigates to the the Home screen, the current role selection end. 

    Prerequisite

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

    Following are the steps involved in configuring the Role Template.

    1. Navigate to Platform Studio > User Access Management > Role Template.
      Figure: Landing page of Role Template

    2. Select the Domain and Sub Domain. A Window displays to create a new Role Template.
    3.  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

    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. 





    Define Characteristics
    		Access Level
    		Screen Selection
    		Manage Role Template


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