Issue/Symptom/Question

How to create, save, and assign workbench role based templates

Applies To

PENTA for Windows

PENTA Workbench

Role Based Templates

Resolution/Fix/Answer

Workbench templates make rolling out Workbench to your users easier by providing users with similar roles a pre-defined dashboard with applicable panels.

1. Add the SY: Workbench Roles & Assignments panel to your workbench
   
2. Using the 'Add Role' button, add all workbench roles that you plan on pushing out to end users
   
3. Save your current personal workbench to avoid having to recreate it
   
4. Customize your personal workbench panel to match a workbench role layout
   1. Example: Add Accounts Payable and Purchasing workbench panels and tabs, remove all other tabs that do not apply to the Accounts Payable role based template
5. Save the new Workbench as a Role based template
   
   
6. On the SY: Workbench Roles & Assignments, click on Edit Users
   
7. Assign the newly created Role Workbench to the Users as needed
   
8. When complete, restore your personal saved Workbench
   

NOTE: Role Based Workbench Templates can only be pushed out to NEW PENTA users. If a PENTA user has already logged into the workbench, the role based workbench panel will not override their personal workbench panel. If you want to have a role based workbench template override a users personal workbench for a large group of users, please submit a Service Desk ticket and reference this article.  Please provide the following information in your Service Desk ticket:

• Database
• User Id

You can also grant access to allow users to Load a Role Template.  Note that this security will also give them access to save role templates as well.  To allow users to load their own role template, add the following menu item to their security group:

PENTA for Windows > System Management > Security > Security Groups: