FnB Live: How to Create a New User Security Template

This article explains the process on how to create a new user security template.

User’s security access should never be bespoke on their user profile. If access needs to be changed then creating a new security template it’s the best practise way of changing access.

To create a new security template, please follow the below path: System Administration> Security Admin> Security Templates> + Add New Template.

Fig 1 - Security Templates Link

Fig 2 - Add New Template Link

Fig 3: This shows where to enter the new Security Template details

Fig 3 - Add New Security Template Wizard

Enter a name, description and select a category for the template.
Click the green 'Next' button on completion.
When selecting + Add New Template, an additional window will open up where the new Security Template details will need to be entered.

Fig 4 - Created Template

The New Security Template has been created and the template details will be displayed.
Click the 'Close' button to complete the process.

Adding Users to a Template

To add users to the new Security Template, please follow the below path: Home> Users> select User> Security Access Tab.
Select the template from the dropdown list as shown in Fig 5 below.
Click the Save button to complete the process.

Fig 5 - Security Access Tab

Adding Users to a Template

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