Access Templates (F)
The Access Templates page allows you to view, edit, or add templates that determine access capabilities of your users. An access template determines what capabilities a merchant has while logged in to the Portal. Using an access template allows you to set predetermined roles that are automatically configured to a new user during setup in the Portal.
Navigate to the Access Templates page by clicking the PLUS icon next to Users under the Management category in the left hand navigation bar, then click ACCESS TEMPLATES from the drop down menu.
For example, an Access Template can be configured for a new user that does not allow them to send or configure additional signup forms for new merchants.
Note: Access Templates are different than Teams and Groups.
Access Templates determine a merchant’s Portal capabilities.
Teams determine the merchant account(s) a user has Portal access to.
Groups determine the fees, risk decisions, and other parameters of multiple merchants (entities).
Note: Please note the following information about Access Templates:
Access Templates can only be applied when creating a user.
Only one access template can be applied per user.
Read more about Access Templates on the User Access Templates & Teams page.
![](../__attachments/23311287185/Screenshot%202022-12-14%20160135%20access%20templates.png?inst-v=0ddc2d53-a548-4624-9646-d52b510a0ee7)
Partial view of the Access Templates page, showing the Add Access Template button and a saved template option.
Access Templates Features
Related Pages
Click the links or items in the Access Templates page to access any of the following pages: