Setup User Template

YouTube: How to Configure Templates for User Rights?

How to Configure Templates for User Rights?

In this tutorial, you will learn how to create User Templates and assign them to multiple users. User Templates help administrators control menu access and permissions, ensuring that users can only perform actions that are allowed for their role.

Open the User Access Module

To begin setting up user templates:

Go to the Main Menu.
Navigate to the User Access Module.
Before creating a template, ensure that users are already set up in the system.

As shown in the example, several users are already created and ready for template assignment.

Create a User Template

Now create a template that will define access rights for users.

Open the Setup User Template window.
Enter the following details:
- Template Name
- Description

Click Save.

This template will later be used to control access and permissions for multiple users.

Next, define which menus and modules users can access.

Open the Allow and Disallow Menu Options to Template window.
Select the Template you created.
Choose the modules and menu items that should be accessible.

Grant Permissions

Right-click on a menu item to enable it.
You can also grant additional permissions such as:
- Modification Rights
- Printing Rights

Enable all the required menu options and permissions for the template.

Assign the Template to Users

Once the template permissions are configured, assign it to users.

Go back to the User Template Window.
Open the Assigned Templates to Users tab.
Select the Template.

Choose the users who should receive this template.

Click Assign.

Key Advantage: A single template can be assigned to multiple users at once, saving time and ensuring consistent access control.

Verify User Access

After assigning the template, log in using one of the assigned user accounts.

You will notice:

Only the menu items allowed in the template appear in the menu bar.
Restricted options will not be visible.

This confirms that the template permissions are working correctly.

Example – Creating and Modifying a Sale Bill

To understand how permissions affect user actions, follow this example:

Creating a Sale Bill

Open the Sale Bill window.
Create a new sale bill.
Enter the required details.
Click Save.

The system allows the user to save the bill successfully.

Attempting to Modify the Bill

Now try to open the same bill in Modify Mode.
The system will restrict this action and prevent modifications.

Why the Restriction Happens

This restriction occurs because:

Modification rights were not granted in the assigned user template.
The system enforces user permissions defined in the template settings.

This ensures that users can only perform actions that are permitted, helping maintain data security and operational control.

Benefits of Using User Templates

Centralized user permission management
Assign permissions to multiple users quickly
Improved system security
Prevent unauthorized changes
Maintain consistency across user roles

User Templates are now successfully configured and assigned.

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Last updated 4 months ago