This documentation describes the User Access feature guide for the account/user. The document includes information about the steps for creating, and editing user access templates, and assigning them to existing or newly created users.
Our User Access Template feature gives an opportunity to create user access templates based on your organizational requirements. The feature is available for the main user of the account. Once an access template is created the main user will be able to assign it while adding a new user or editing an already existing one. It will simplify the user-creating process because once created templates can be used every time a new user is added.
1. End User Navigation
- Navigate to Setup → User Access Template
- Users will then be able to see this page
- Click on the “Create” button
- Provide a template name and allocate the resources accordingly.
- You also have the option to inherit resources from an existing role ( Read Only, Admin)
Once done click on "Save"
- Once the template is created, you should be able to see it in the User Access Template page
- You can apply this recently created template on your users during when you create a new user or edit an existing user
- Just select the user role as Custom and then select the user template accordingly
2. MSSP User Access Template
- Navigate to Administration → Resource Groups
- Users will then be able to see this page
- Click on the “Create for Users” or "Create for Admins" button.
Note: Create a resource group for an end user will have different permissions/resources compared to an MSSP admin
- Provide a template name and allocate the resources accordingly
- You also have the option to inherit resources from an existing role (MSSP Admin)
- Once done click on "Save"
- Once the template is created, you should be able to see it in the User Access Template along with the role type ( Admin/User)
- You can apply this recently created template on your users during when you create a new user or edit an existing user
