What is the Security Template feature?

The Security Template feature helps the admin to provide limited access to the application for other users. The admin can control the operation actions a user can perform based on their job description. 

  • Only a System administrator or User with AppJetty MappyField 365 Admin role can create Security Templates for other CRM users with AppJetty MappyField 365 User role.
  • User admin can assign selected actions to different users using security templates.

  • To create a ‘security template’, navigate to AppJetty -> Security Configuration.
  • Click on the + New button from the action ribbon and enter the template name and select all the actions that you want to make available for users with that template.

  • Click on the Save icon. Upon saving, it would enable the Configuration Details section from where you can directly assign that template to a user.

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