Defining Rights Allocated to Staff Members

How to create a User Access template 


  • On your software page click on Centers

  • Click on Users and select User Access Template

  • Click on New Access Template

  • Add the name of the Template such as Trainer, sales executive, Administrator etc
  • Assign the rights to the individual by selecting Yes or No against the relevant questain

  • Click on select Module and Page Access to give module access by selecting the relevant modules that you would want the person to see

  • Select yes and no against all the other questains and click on Submit

  • This access template is allocated to a staff member when a new staff member creation is done
  • By selecting the relevant access template like trainer, sales executive, admin ect