Review System Security Templates

The system security templates are read-only and can be assigned to single users and groups of users, but they can't be edited or deleted. If one of the system templates has most of the permissions you want for a group of employees, but isn't exactly what you want, you can copy it and edit the copy.

You can find out which permissions are included in a template using the Security Template window as described in this topic or the Available Security Templates tab in Manage User. You can also review lists of permissions for the templates by module. Click here for links.

Review system security templates

1. Select Security, then Manage Security Templates, from the Administration menu. The Security Template window opens. Note: You may want to search or filter the list to make it easier to find the template you want to review. Sample filtered on payroll

2. To view a template click the template Name link, and the Security Template Details window opens. Note: When you first open the Security Template Details window, it may not look very helpful because the window displays a list of all permissions for all modules — not just the permissions that belong to the selected template.

3. Here are some actions you can take to make the information displayed more helpful.

   • To view just the permissions for the selected template, click the down arrow next to Allowed: in the pinned filter, and enter Starts With and Y in the Operation fields.
     
     
     Click the Save button, and you're returned to the Security Template Details window. Only the permissions for the selected template are displayed, and there's an indication that the results in the grid are filtered.

   • Increase the number of items displayed on the page to include all the permissions for this template.

   • Collapse the groups to see the list of all windows by module to which the template gives access.

4. When finished reviewing the template, click the Cancel button at the bottom of the window to return to the Security Template window.

Return to Security Templates Overview

Return to Security Overview