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 walks you through the steps for creating a new access template and customizing its settings.
Objective
Create a new access template and customize its settings.
Audience
Partners
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Note
You must have a fully boarded Payrix Pro account to perform any of the actions described in the use case guides.
Important notes
Important!
When creating a new access template, all role resources and subresources are also selected by default. You will need to modify them and disable them individually to prevent access.
Important!
Access templates can be applied only when creating a new user and cannot be retroactively applied to a pre-existing user after being created.
Tips
Tip
You can apply access templates to Merchants after successfully boarding by assigning your preferred template to your whitelabeled Merchant Signup Form.
Additional Resources
See the tips below to help you get started.
To learn more about access templates, see Understanding Access Templates.
To learn more about the available role resources and subresources, see User Roles.
Create a User Access Template
Ensure that you complete all steps in the following sections.
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 lightbox on the page.
Select the relevant primary role, then click Next.
Enter a name and description and click Next.
Enable Your Custom Template Resources
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.
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 lightbox, 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 lightbox 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 will appear in the table on the Access Templates page.
Next Steps
After creating the new access template, review the following use case guides for additional 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.
Conclusion
The new access template is now active and you can assign it to users associated with your account.