User Templates

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

User Templates enable Level 1 users to define access settings for Level 2 users. Templates can be modified and reused to apply the same settings to other new or existing profiles.

Create a User Template

To create a user template:

1. From the Admin menu, select User Templates.
2. In the User Templates grid header, click to open the User Templates Wizard.
3. From the 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, the 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, the Third Party Access Information page appears. Click Next to make selections that determine how the user's access to third party information is limited.
7. Click Save.

Edit a User Template

To edit a user template:

1. From the Admin menu, select User Templates.
2. Click next to the user template you wish to modify.
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 a User Template

Note: User templates can only be deleted if there are no assigned users. If you attempt to delete a template with assigned users, a list of those users will display with an option to remove the template assignment.

To delete a user template:

1. From the Admin menu, select User Templates.
2. Click next to the template you wish to delete.
3. Click Yes to confirm.

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