# 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.

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### 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="/files/UCTf0etvYWKSmKLEydTv" alt=""><figcaption></figcaption></figure>

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

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### 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="/files/5ze0khhOgyfiBueNh3Bm" alt=""><figcaption></figcaption></figure>

* Click **Save**.

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

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### 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="/files/bPzg0jgC4iQ5A4pQY0co" 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="/files/qa6RWxgT1Wg45n4lLLpn" alt=""><figcaption></figcaption></figure>

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

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### 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="/files/Xw1DRSFXGJdE1poKoCew" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/VALxGmx5m57ygsluhpyA" alt=""><figcaption></figcaption></figure>

* Click **Assign**.

<figure><img src="/files/R1gJbCTa54bUoYiQm0wq" alt=""><figcaption></figcaption></figure>

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

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### Verify User Access

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

<figure><img src="/files/pTr85hhma6crkXlHMbd2" 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**.

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### 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="/files/kvl1mo25i1bCGGAPCm6e" alt=""><figcaption></figcaption></figure>

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### 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**.

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## 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

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**User Templates are now successfully configured and assigned.**


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