Users Permission Templates

Russell MooreGeneral News and UpdatesLeave a Comment

User Permission Templates will allow a corporation to create templates of permissions for users such as Admin, Teller, Accountant, etc. Each permission template can contain any number of permissions available within the system. A permission template can then be applied to any user. Templates can be applied in succession to a user for those users who perform multiple sets of tasks/jobs.

In order to create a permission template, the user must have permission “id=76”

New Permission Template Page: Here you can create a new template and assign the permissions to the template.

“Add/Edit Employee/User Permission Templates” page

Utilizing Permission Templates on the “Add/Edit Employee/User Permissions” page

**Some features may look different when pushed live.

This page and new features should be going live between August 3 and August 8.

Upon launching or shortly thereafter this page will receive a dedicated help file and video training.

As always, please feel free to reach out to your consultant, Technical Support at 719-966-7102, or email [email protected] if you have any questions, concerns, or suggestions.

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