Template Permission

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Template Permission

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clip2660 will open Template Permissions in the Main Window.  This area enables the Administrator to control access by Roles to specific Templates (left hand side of each window). For example, we can now limit all System Administrators to what  Template Items they can both see (Display) and do (Access).

 

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Select the Role from the drop-down list. Click Load.  All the Template items available  and view if they have been assigned (either Display or Access) to that Role. Make any changes and save.

 

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Any new roles that have added from the Roles area will automatically appear in the Role drop-down list.  Select the Role and open with each of the Main Menus.

 

Tick the corresponding Display field  for the  Role  to view the selected Template item for the area/field of UnderwriterCENTRAL™.

 

Tick the corresponding Access field  for this Role to access the selected Template item for the area/field of UnderwriterCENTRAL™ .

 

Once  selection is made, click save and then open that Role, and repeat the process.