You can create access templates to group settings automatically to determine users' roles and capabilities in the portal. By creating an access template, you can apply the template and its customized array of resource settings to any user that is added to your account in the future. This tutorial shows you how to a new access template and customizing its settings.
Audience: Partner, Merchant
Create a User Access Template
Complete all steps in the following sections to create an access template.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Navigate to the Access Templates Page
Click the PLUS icon next to Users in the left navigation panel to open a dropdown menu.
Click ACCESS TEMPLATES in the Users dropdown menu to open the Access Templates page.
Create a New Access Template
Click ADD ACCESS TEMPLATE in the upper-right corner of the page to open the Add Access Template dialog on the page.
Select the relevant primary role, then click Next.
Enter a name and description and click Next.
Enable Your Custom Template Resources
When creating a new access template, all role resources and subresources are selected by default. You will need to modify them and disable them individually to prevent access:
Under Review & Customize Access, review each Resource category on the left side to enable, disable, or modify any primary role resources or applicable role subresources. To learn more about the available role resources and subresources, see User Roles.
Click the arrow next to a listed resource to reveal the Detailed Permissions section.
Detailed Permissions offers the following role resource operations: Create, Full view, Summary view, Update, and Delete to modify the capabilities the access template will provide its users for this role resource.
(Optional) To view or modify a complete list of all applied role resources by user operation capabilities (as shown in Detailed Permissions), click Advanced Options in the upper-right corner of the page.
Enable Custom API Roles (Optional)
Click Advanced Options in the upper-right corner of the page to reveal the Advance Options dialog, then turn on the Custom API Roles toggle in the upper right.
Click Select API Roles from the dropdown menu that appears at the top of the dialog to view a toggle list of all available Custom API roles.
(Optional) To remove any API roles that you have added to the Template Resource section, clear the box next to the name of the API role.
Save Your New Template
When you have completed enabling or disabling the resources, click SAVE in the upper-right corner of the page.
Result: Your new access template is displayed in the table on the Access Templates page. The access template is now active, and you can assign it to users associated with your account. You can also assign the access template to your white-labeled Merchant Signup Form to apply the template to merchants after they successfully board.
Note
Access templates can be applied only when creating a new user and cannot be retroactively applied to a pre-existing user after being created.
Next Steps
After creating the new access template, review the following guides for information on related topics:
Add a New User: Add users and quickly customize their roles with your saved access template.
Create a User Team: Create a team and apply your access template to the team settings.