# Setup User Template

**YouTube:** [How to Configure Templates for User Rights?](https://youtu.be/tEbLvWxCoAY)

## 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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FdGsWo0VJ022e6niye8bj%2FActive%20Users.png?alt=media&#x26;token=eb1329f5-3fd4-4d97-9d12-1a99d6799425" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F4iSTJjnXw7Zm1Fozkoaw%2FTemlpate%20Name.png?alt=media&#x26;token=5488690b-1ae8-42ab-bc22-0f4472b20b95" alt=""><figcaption></figcaption></figure>

* Click **Save**.

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

***

### Configure Menu Access for the Template

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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FYNL9juSYlRaI8rSa6IQn%2FRights.png?alt=media&#x26;token=b7f7368e-e1e9-4103-a01f-d9ba80c65486" alt=""><figcaption></figcaption></figure>

**Grant Permissions**

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FdMU7Csp3V428EalzFNcd%2FModify.png?alt=media&#x26;token=e8ff6d35-e978-4046-9d82-bc76074fb6b4" alt=""><figcaption></figcaption></figure>

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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FWuL3haPhVDwCCP4drlVY%2FTemp%20Name.png?alt=media&#x26;token=52dce208-eea6-43c7-8922-82d25ea362c3" alt=""><figcaption></figcaption></figure>

* Choose the **users** who should receive this template.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FP1SCdIU5Cw0GMPS1Ai7U%2FSelect%20user.png?alt=media&#x26;token=85c7db46-390a-42f3-8159-7f01cd01edbf" alt=""><figcaption></figcaption></figure>

* Click **Assign**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FWg0JHadC3RQCwC2djhgO%2FAssign.png?alt=media&#x26;token=957c3eec-8dde-44a9-becd-36b19233175f" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FNHGt2MHYhIjNPoWvZutk%2FLogic%20User.png?alt=media&#x26;token=109346fd-19eb-4728-a643-52a2a11f213a" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FPWd45VQNFhijmpD8AP3z%2FUser%20Proimpt.png?alt=media&#x26;token=469b5e5b-5c75-456f-8250-f6062f7621f1" alt=""><figcaption></figcaption></figure>

***

### 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.**