Role Templates

This guide explains how to use the Role Templates system to create, manage, and apply standardized permission sets for different user roles within the organization. Role templates enable consistent access control, streamlined user management, and efficient permission administration across all platform modules and functionalities.

🌐 Overview​

The Role Templates provides comprehensive permission administration capabilities. It empowers administrators to:

• Create standardized permission sets for different organizational roles and responsibilities
• Ensure consistent access control across all users with similar job functions
• Streamline user onboarding through pre-configured role assignments
• Maintain security compliance with principle of least privilege implementation
• Enable efficient permission management through reusable template configurations
• Support organizational hierarchy with granular permission control across all system modules

🧭 Role Templates Layout​

The Role Templates interface includes:

1. Permission Templates Management Panel displaying all existing role templates
2. Template Creation and Editing Forms for permission configuration
3. Module-wise Permission Interface for granular access control
4. Template Actions and Management Tools for template lifecycle management

📂 Navigation Structure​

Settings → Role Templates

The Role Templates section provides centralized access to all permission template management and configuration functions.

📋 Permission Templates Management​

Templates Display Overview​

The Manage Permission Templates page presents all existing role templates in an organized card-based layout:

Template Information Cards​

Each template card displays comprehensive information:

Available Template Actions​

From each template card, you can perform:

• Edit – Configure permissions and access levels for all system modules
• Duplicate – Create a copy of existing template for similar role creation
• Delete – Remove template from system (use with caution for assigned templates)
• Search Templates – Quickly locate specific templates using the search functionality

➕ Creating New Role Templates​

Template Creation Process​

1. Click + Add Template button to initiate template creation
2. Enter template details with descriptive information
3. Configure permission settings for all relevant system modules
4. Review and validate permission assignments before saving
5. Click Save to create the template and make it available for user assignment

Template Configuration Fields​

Required Information​

• Template Name – Clear, descriptive role identifier representing the position or function
• Description – Comprehensive explanation of the role's responsibilities and access requirements

Permission Configuration Options​

• Module-specific permissions – Granular control over individual system components
• Access level settings – Read, Create, Update, Delete, Reports, and Admin permissions
• Administrative controls – Enhanced permissions for system administration functions

⚙️ Permission Configuration Management​

Access Control Modes​

The permission configuration interface provides multiple access assignment options:

🎯 Custom Access Mode​

• Manual permission selection for each system module and functionality
• Granular control over specific actions and access levels
• Tailored configurations based on specific role requirements
• Flexible assignment allowing precise permission management

🔓 Assign All Access Mode​

• Full system access across all modules and functionalities
• Administrative-level permissions for complete system control
• Rapid configuration for high-level administrative roles
• Comprehensive access without individual module configuration

🔒 Revoke All Access Mode​

• Complete permission removal from all system modules
• Security-first approach for building permissions from ground up
• Clean slate configuration for precise permission assignment
• Controlled access building with explicit permission granting

🧩 Module-wise Permission Management​

Available System Modules​

Role templates provide permission control across comprehensive system modules:

Communication Modules​

• Dashboard – System overview and analytics access
• Templates – Message template management and configuration
• Broadcasts – Mass communication campaign management
• Support Chat – Customer support conversation management
• No-Reply Chat – Automated conversation handling

Support Management Modules​

• Tickets – Support ticket creation and resolution management
• Queries – Customer inquiry handling and response management
• Tags List – Organizational tagging system management
• Chatbot – Automated conversation flow management

Contact Management Modules​

• Contacts – Customer contact database management
• Contact Groups – Contact segmentation and organization
• Blocked Contacts – Communication restriction management
• Archived Contacts – Inactive contact preservation and management

Administrative Modules​

• User Management – System user account administration
• Role Templates – Permission template management and configuration
• Groups – Organizational group management
• Trouble Shooter – System diagnostic and problem resolution tools

🔐 Permission Types and Access Levels​

Standard Permission Categories​

Each system module provides comprehensive permission options:

📖 Read Permissions​

• View data and information within the module
• Access reports and analytics for the specific module
• Browse existing records without modification capabilities

➕ Create Permissions​

• Add new records and data entries within the module
• Initialize new processes and workflows
• Generate new content and configurations

✏️ Update Permissions​

• Modify existing records and data within the module
• Edit configurations and settings
• Update content and information

🗑️ Delete Permissions​

• Remove records and data from the module
• Permanently delete configurations and content
• Archive or deactivate entries as appropriate

📊 Reports Permissions​

• Access analytics and reports specific to the module
• Generate performance data and insights
• Export data for analysis and reporting purposes

Administrative Permission Levels​

🔧 Admin Permissions​

• Full administrative control over the module
• Advanced configuration access and system settings
• User management within the module context
• System-level modifications and administrative functions

Enhanced Admin Categories​

• Read Admin – Administrative-level viewing and analytics access
• Create Admin – Administrative creation capabilities with enhanced privileges
• Update Admin – Administrative modification rights with system-level access
• Delete Admin – Administrative deletion privileges with enhanced controls
• Reports Admin – Administrative reporting access with comprehensive analytics

💾 Configuration Management​

Saving Permission Changes​

Configuration Review Process​

1. Review all selected permissions carefully across all modules
2. Verify permission alignment with role requirements and organizational policies
3. Check administrative permissions for appropriate assignment
4. Validate security implications of permission grants
5. Click Save Changes (top-right) to apply configuration
6. Confirm immediate application of updated permissions to template

Template Duplication Strategy​

Efficient Template Creation​

1. Identify similar existing template with comparable permission requirements
2. Click Duplicate on the source template
3. Modify template name to reflect new role requirements
4. Adjust permissions as needed for the new role
5. Update description to accurately represent new role scope
6. Save changes to create new template based on existing configuration

🗑️ Template Lifecycle Management​

Template Deletion Considerations​

Pre-deletion Assessment​

• Review current template assignments to active users
• Assess impact on assigned users and their system access
• Plan alternative template assignment for affected users
• Document deletion rationale for compliance and audit purposes

Deletion Process​

1. Click Delete on the target template
2. Review deletion warning and impact assessment
3. Confirm deletion understanding that action may affect assigned users
4. Reassign users to alternative templates if necessary

✅ Best Practices​

Template Design and Management​

• Use clear and meaningful template names that accurately reflect role responsibilities
• Follow principle of least privilege granting minimum necessary permissions for role function
• Avoid excessive administrative permissions unless specifically required for role responsibilities

Common Template Management Issues​

Template Functionality Issues​

• Template duplication problems – Ensure source template accessibility and permissions
• Deletion restrictions – Review active user assignments before template removal
• Search functionality – Check template naming and description accuracy
• Permission synchronization – Verify template changes apply to assigned users

❓ Frequently Asked Questions (FAQ)​

📌 Summary​

The Role Templates empowers:

• Establish consistent access control through standardized permission templates aligned with organizational roles and responsibilities
• Streamline user management processes with efficient template-based permission assignment and role-based access control
• Maintain robust security posture through systematic permission management and principle of least privilege implementation
• Support organizational scalability with reusable templates accommodating growth and role evolution
• Ensure compliance standards through documented permission frameworks and comprehensive audit capabilities
• Enable efficient administration with template duplication, modification, and lifecycle management tools

By implementing systematic role template management, maintaining security-focused permission assignments, and leveraging efficient template creation processes, organizations can achieve consistent access control, streamlined user administration, and robust security compliance across all platform activities.