RBAC Templates

Concept

The RBAC Templates page works with RBAC template records in the System module. It supports shared configuration and administration that affects multiple ERP modules.

Fields

FieldMeaning
Template CodeReusable template identifier.
NameDisplay name.
RolesRoles assigned by the template.
ApplicationsApplications assigned by the template.

HowTo

  1. Open System and choose RBAC Templates from the Security area.
  2. Use filters or search to find the record you need.
  3. Open the record to confirm its status and linked setup.
  4. For editable records, choose New or Update, complete the required fields, and save the record.
  5. Confirm the related workflow, access rule, notification, document requirement, or job now behaves as expected.

Screenshots

User Template
Fig 1.0
User Template
Fig 1.1
User Template List
Fig 1.2
User Template Search
Fig 1.3
User Template New
Fig 2
User Template Save
Fig 2.1
User Template View
Fig 2.2
User Template Edit
Fig 2.3
User Template Delete
Fig 2.4
User Template Activate
Fig 3
User Template Deactivate
Fig 3.1
User Template Activate
Fig 3.2
User Template Activate
Fig 3.3