User Templates

Important: New user profiles are created in the Admin Settings of NAVEX One. See Adding a User for more information.

Important: This feature is available to Level 1 users only.

User Templates allow Level 1 users to create user templates, which define Level 2 users’ access permissions and restrictions to reports, third parties, and so forth. Once user templates are created, Level 1 users can view/modify them and apply them to users.

To access user templates:

  1. From the Admin menu, click User Templates.

    Note: The grid displays the number of users who are currently assigned to each user template.

  2. From the User Templates grid, do any of the following:

Create User Template

To create a user template:

  1. From the Admin menu, click User Templates.
  2. In the User Templates header, click .
  3. From the User Templates Wizard, type in a Template Name.

  4. Answer the list of Yes/No questions regarding access and restrictions.
  5. (Optional) If Yes was selected to restrict reports or request external analysis activities, a Report Information page appears. Click Next to select which report types and/or external analysis activities can be requested.
  6. (Optional) If Yes was selected to limit access to Third Parties, a Third Party Access Information page appears. Click Next to determine how to limit access to third parties. See Limit Level 2 User Access to Third Parties for more information.
  7. Click Save.

Edit User Template

To edit a user template:

  1. From the Admin menu, click User Templates.
  2. Next to the user template you wish to modify, click .
  3. Make any modifications to the template name or questions.
  4. Click Next.
  5. Make any changes regarding report type, external analyst activities, or third party access.
  6. Click Save.

Delete User Template

User templates can only be deleted if there are no assigned users.

To delete a user template:

  1. From the Admin menu, click User Templates.
  2. Next to the user template you wish to delete, click .
  3. Click Yes to confirm.

    Note: If you attempt to delete a user template with associated users, a list of these users will display, including an edit link to remove the template association.