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Access Templates (M)

The Access Templates page allows you to view, edit, or add templates that determine the access capabilities of your users. An access template determines what capabilities a user 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. 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 users.

To access the Access Templates page:

  1. Click the PLUS icon next to Users under the Management category in the left navigation bar.

  2. Click Access Templates from thedropdown menu.

Partial view of the Access Templates page, showing the Add Access Template button and a saved template option.

Note: Access Templates are different than Teams and Groups.

  • Access Templates determine a user’s Portal capabilities.

  • Teams determine the account(s) a user has Portal access to.

  • Groups determine the fees, risk decisions, and other parameters of multiple user 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.

Access Templates Features

Click here to view the features of the Access Templates page.

Add Access Template

The Add Access Template button is located in the top right corner of the page. Adding a new template to this page saves the template, allowing you to apply the template to specific users or groups.

To add a new Access Template:

  1. Click ADD ACCESS TEMPLATE in the top right corner of the page to open a new section in the page.

  2. Click the SELECT ROLE dropdown menu and select the role: Referrer, Merchant Admin, or Merchant.

Note: You can learn more about individual role assignments available on the Users and Roles page.

  1. Enter a name for the access template in the NAME field below the role.
    You may optionally enter a description of the template.

  2. Select the resources that the template will allow users to access.
    Available resources will depend on the role that you selected in Step 2, and by default, all available resources are selected. To customize your template, remove resources by clicking the purple X or by deselecting them from the dropdown menus next to each resource category.

  3. Click SAVE in the top right corner of the page after you have finished removing or adding resources to the template.

Saved Templates

The Saved Templates section displays a list of any access templates and allows you to edit or remove saved templates from your account. The Saved Templates section supports the following actions:

  • To view a saved template, click the grey bar with the template name to open the template details in the page.

  • To refresh the template to view its most recent version, click the REFRESH icon on the top right side of the grey bar.

To edit a saved template:

  1. Click the PENCIL icon on the top right side of the grey bar.

  2. Edit any information.

  3. Click SAVE in the top right side of the grey bar.

To delete access templates:

  1. Click the X icon in the top right side of the grey bar to open a lightbox on the page.

  2. Click DELETE.

Related Pages

Click the links or items on the Access Templates page to access any of the following pages:

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