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🛡️ Role Template Guide

This guide helps you manage Permission Role Templates in the Settings section. Role templates allow you to standardize access across different user roles by assigning them permissions module-wise.

Home > Settings > Role Templates

URL: https://zupians.com/settings/manage-templates

🧱 Overview: Manage Permission Templates​

You will see a grid layout displaying all your existing templates.

✨ Existing Template Cards​

Each template is represented as a card with the following elements:

  • Template Name – e.g., Default, Admin, HR-Recruitment
  • Modules Access Count – e.g., Modules: 26/26
  • Actions:
    • 🔄 Duplicate – Clone the existing template.
    • ✏️ Edit – Modify the template name or description.
    • 🗑️ Delete – Permanently remove the template.
      ⚠️ Default templates may be restricted from deletion.

Template Card View

➕ Add New Template​

Click the + Add Template button in the top-right or Add New Template card at the bottom.

You’ll see a popup:

  • Template Name: Enter a name (e.g., "Team Lead")
  • Description: Briefly describe the template purpose

🖱️ Click Save to create it.

Add Template Dialog

✏️ Edit Template​

To update a template, click Edit on the desired card. You’ll get a popup where you can:

  • Modify the template name
  • Update the description

Then click Update.

Edit Template Dialog

🗑️ Delete Template​

Click the Delete button on any card.

A confirmation popup will appear:

  • Action: Click DELETE to confirm or Cancel to abort.

⚠️ Some templates like “Default” might be protected.

Delete Confirmation

📂 Role Template Detail View​

Clicking on any template card opens a module-wise permission view.
URL format: /settings/manage-templates/{templateId}

Each module listed (e.g., Payroll, Attendance, Recruitment) shows permission checkboxes:

  • ✅ Read
  • ✅ Create
  • ✅ Update
  • ✅ Delete
  • ✅ Reports
  • 🛡️ Admin Level: read-admin, create-admin, etc.

You can configure permissions per module or use batch actions:

  • Custom Access
  • Assign All Access
  • Revoke All Access

🖱️ Click Save Changes to apply updates.

Role Template Module View

🔁 Duplicate Template​

Use this when you want to reuse permission settings from an existing template.

  • Click Duplicate on a card
  • A new editable copy is created instantly

📌 Default Role Template​

  • This is automatically assigned to users who don’t belong to any department or are guest profiles.
  • It cannot be modified to be department-specific.
  • Marked with a small “Default” badge.

🧠 Frequently Asked Questions (FAQ)​

1. Can I assign a role template to multiple users?
Yes. - Use user role mapping to apply a template - One template can be assigned to many users
2. Can I have more than one Default Template?
No. - The system allows only one template to be marked as Default
3. What happens if I remove all permissions in a template?
If all permissions are removed: - The user will have no access to any modules - You’ll need to reassign access for functionality to resume