Copy and Publish a New Permissions Template

This video explains how to quickly create a new permissions template in 10X ERP by copying an existing template. Using the Outside Sales permissions template as a starting point, users can create a customized Inside Sales template without building permissions from scratch. After renaming the copied template, users can adjust permissions as needed, such as changing CRM access from Edit to View. Once updates are complete, publishing the template makes it available for use.

• Open An Existing Permissions Template to use as the foundation for a new user role, such as copying the Outside Sales template for Inside Sales users.
• Click The Copy Button to create a duplicate of the selected permissions template.
• Rename The New Template so it clearly reflects the new user role or department.
• Update Permissions Settings by modifying access levels and capabilities based on the responsibilities of the new role.
• Publish The Template by selecting the check mark to save and make the new permissions template active and available for assignment.