Add a Template

Maintenance > new world ERP Suite > Security > Security Templates

Security templates allow an organization to create security profiles based on the roles that users perform in an organization. The template is assigned the permissions required to perform the tasks assigned to that role, and then users are assigned to the template that matches their role.

To add a template, click the New button on the Templates page. You will see the Template Entry pop-up page. Show me.

1. Enter the Name of the new template. This value is required; it may contain up to 20 characters.
2. Enter a Description of the template (e.g., the user role it is for). It may contain up to 32 characters.
3. Select the check box for each application to which the users assigned to this template should have access.
4. Click OK to save the template.
5. From the Templates page, select the template and click the Permissions button. Use the search fields to locate the permissions that need to be granted for this role. All permissions are denied by default.
6. Click Save once all the permissions have been assigned.