Access Templates

Owned by Betsy Harbison
Last updated: Aug 28, 2023
3 min read

The Access Templates page allows you to view, edit, or add templates that determine the access capabilities of your users. An access template determines what capabilities a user has while logged in to the Portal.

Using an access template allows you to set predetermined roles that are automatically configured to a new user during setup in the Portal. For example, an Access Template can be configured for a new user that does not allow them to send or configure additional signup forms for new users.

Navigate to the Access Templates page by clicking the PLUS icon next to Users under the Management category in the left-hand navigation bar, then click Access Templates from the drop-down menu.

Partial view of the Access Templates page, showing the Add Access Template button and a saved template option.

Note: Access Templates are different than Teams and Groups.

  • Access Templates determine a user’s Portal capabilities.

  • Teams determine the account(s) a user has Portal access to.

  • Groups determine the fees, risk decisions, and other parameters of multiple user entities.

Note: Please note the following information about Access Templates:

  • Access Templates can only be applied when creating a user.

  • Only one access template can be applied per user.

Access Templates Features

Add Access Template

The Add Access Template button is located in the top right-hand corner of the page. Adding a new template to this page saves the template, allowing you to apply the template to specific users or groups.

To add a new Access Template, follow the steps below:

  • Step 1: Click ADD ACCESS TEMPLATE in the top right-hand corner of the page to open a new section in the page.

  • Step 2: Click the SELECT ROLE drop-down menu and select the role: Referrer, Merchant Admin, or Merchant.

Note: You can learn more about individual role assignments available on the Users and Roles page.

  • Step 3: Enter a name for the access template in the NAME field below the role, and you may optionally enter a description of the template.

  • Step 4: Select the resources that the template will allow users to access. Available resources will depend on the role that you selected in Step 2, and by default, all available resources are selected. To customize your template, remove resources by clicking the purple X or by deselecting them from the drop-down menus next to each resource category.

  • Step 5: When you have finished removing or adding resources to the template, save the template by clicking SAVE in the top right-hand corner of the page, or discard your changes by clicking CANCEL.

Saved Templates

The Saved Templates section displays a list of any access templates and allows you to edit or remove saved templates from your account. The Saved Templates section supports the following actions:

  • To view a saved template, click the grey bar with the template name to open the template details in the page.

  • To edit a saved template, click the PENCIL icon on the top right-hand side of the grey bar. Edit any information and click SAVE in the top right-hand side of the grey bar, or discard your changes and revert to the previous version of the template by clicking CANCEL.

  • To refresh the template to view its most recent version, click the REFRESH icon on the top right-hand side of the grey bar.

  • To delete access templates, click the X icon in the top right-hand side of the grey bar to open a lightbox on the page. Delete the template by clicking DELETE, or keep the template by clicking CANCEL in the lightbox.