# Maplytics Security Template ### Maplytics Security Template System admin and Maplytics admin can provide selective access of Maplytics actions to the Maplytics users. They can select the required Mass actions & other actions in the list and save it as a Security template. They can further assign this template to the required users so as to provide the access of the selected actions in the template to the respective Maplytics users. To create a Security Template, Go to the **Maplytics App > Settings > Maplytics Security Templates > New > ‘General’ tab > Give a name and ‘save’ the template.** ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQq2T1fGR5xfhgWZnN%2F2.png?alt=media\&token=0dc8bb78-b1ed-4d10-a1e7-183dc13a422e) To assign a template to the Maplytics users, Admins can add the Maplytics Configuration Detail records of the Maplytics users under the section of ‘Maplytics Configuration Details’, to whom the template has to be assigned. ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQq6hIwQzaBm1TjCyG%2F3.png?alt=media\&token=27ab1d0b-eac8-4f56-8269-72605ef0b7ef) ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqAIXxhRGFRRLa9ff%2F4.png?alt=media\&token=48540d27-365c-4404-a1c1-b54b877d989d) In order to assign the Security Template to multiple users at once. Admins can also add teams/users using the button ‘Manage users’ from the Ribbon bar. They can also remove the required users/teams from the list. Thus, using ‘Manage users’ admins can easily manage the users assigned with any Security Template. ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqDuMS2ARq0uHaB05%2F5.png?alt=media\&token=3e21e264-16b1-44fe-a0c9-18184e1a418d) Admins can choose whether they want to assign the template to Users or Teams by adding them. They can also choose to remove the users/teams from the list. They can also see the list of teams and respective users added from those teams. ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqGpdhPBSfXfdJDkq%2F6.png?alt=media\&token=4ac8f775-144f-4715-a2f5-bb93deff3f2a) ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqPAnWj9SAyzGaBsx%2F7.png?alt=media\&token=b315feab-fcb8-4c83-ac9f-42007e179948) ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqVqhP1iajmSwndvB%2F8.png?alt=media\&token=1f8ac622-5350-49b6-8f06-fe000e37be36) ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqbu1e8Q-7uNaOktp%2F9.png?alt=media\&token=0a6d6257-3201-4eda-8794-aa83a6ca9985) {% hint style="info" %} Note: A Maplytics Security template can be assigned to the users belonging to any team, however, they should also exist into the Maplytics team. {% endhint %} **Go to Action Configuration > Select the required actions to be made available to the users assigned with this template and save.** ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MdmbQEX3gDcetK0gq-I%2F-MdmfA5cgBvhhKgM0GBk%2F2.png?alt=media\&token=4bfc0741-e2c8-488b-8fa3-c42b459cb352) Along with using the ‘Remove’ button, to unassign any template to a user, admins can also Go to ***Maplytics App > Settings > Maplytics Configuration Details > Select the record of the required user> Remove the lookup value for the field of ‘Maplytics Security Templates’*** ![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbQ8sEYpA87L4FFXL1t%2F-MbQqvU-rqd1OMlZAZsh%2F11.png?alt=media\&token=2139a424-d629-47e2-9867-070fe4894f8c) {% hint style="info" %} Note: • All the actions will be visible to a user, if no template is assigned to the user. • Only System Admin and Maplytics Admin will be able to access the Maplytics Security Template Entity. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} Related Posts: * [5 Must-knows about Customized Pushpins using Maps Integration within Microsoft Dynamics 365 CRM](https://www.maplytics.com/blog/5-must-knows-about-customized-pushpins-using-maps-integration-within-microsoft-dynamics-365-crm/) * [Process to Configure Attributes to view Dynamics 365 CRM records on the map!](https://www.maplytics.com/blog/process-to-configure-attributes-to-view-dynamics-365-crm-records-on-the-map/) * [Personalize Pushpins on Maps within Dynamics 365 CRM based on your Business requirements!](https://www.maplytics.com/blog/personalize-pushpins-on-maps-within-dynamics-365-crm-based-on-your-business-requirements/) * [Twitter, LinkedIn or your Product icon as Pushpins – Another smart way to analyze your Dynamics 365 CRM Data on Maps](https://www.maplytics.com/blog/twitter-linkedin-product-icon-as-pushpins-to-analyze-dynamics-365-crm-data-on-maps/) * [Maplytics Security template – Provide selective access of Maplytics actions in your Dynamics 365 CRM](https://www.maplytics.com/blog/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm/)