Configure Everyday User Security Templates

Security templates control which menu items and event information Everyday Users can access. They also control access to features such as check-in, approvals, delegation, floor maps, and administrative functions.

1. On the EMS menu bar, select Configuration > Everyday User Applications > Everyday User Security Templates.

   The Everyday User Security Templates window lists the unauthenticated user template and any other security templates configured in your EMS database.

2. Select New.

3. Enter the security template information.

   Option	Description
   Description	Enter a name or description for the security template. The description can contain up to 50 characters, including spaces.
   Allow User to Add Groups	Allows users assigned to this template to add existing groups to their accounts when they submit a request or create a reservation. This option is selected by default.
   Allow User to Add Contacts	Allows users assigned to this template to select existing contacts when they submit a request or create a reservation.
   Allow User to Set Default Contact	Allows users to specify a default contact for a selected group. This option is available only when you select Allow User to Add Contacts.

4. Select the Roles tab.

5. From the Available list, select the roles to assign to the security template. To select multiple roles, press and hold Ctrl as you select each one.

6. Select Move (>) to move the roles to the Selected list.

   Role	Description
   Allow Check In	Allows users to check in to bookings from EMS Web App and EMS Kiosk.
   Approvals	Provides access to the Approvals feature in EMS Web App.
   Browse Events	Provides access to the Events calendar in EMS Web App.
   Browse Locations	Allows users to browse available rooms in a schedule view.
   Browse People	Allows users to view a specific group's reservations for the current day.
   Create\Edit an Account	For the unauthenticated user template, allows new users to create EMS Web App accounts. EMS sets each new account to Active or Pending based on your EMS Web App parameter settings. For authenticated users, allows access to the Edit My Account area in EMS Web App.
   Custom Events	Provides access to custom event calendars.
   Delegation	Allows users to delegate control of new and existing reservations to other EMS Web App Everyday Users.
   Expert User	Provides access to EMS Platform Services API routes for EMS Desktop Client functionality.
   Facilities Admin	Allows Everyday Users to use APIs to create and update facilities data, including buildings, floors, rooms, and room types. The Everyday User does not need the Web Administrator role.
   Kiosk Provisioning	Allows users to sign in to EMS Kiosk as an administrator and provision profiles.
   Location Details	Allows users to view room details, such as room type, size, phone number, features, setup types, and images.
   Login\Logout	Allows anonymous or guest users to sign in to EMS Web App.
   View Floor Map	Allows users to view and book rooms on a floor plan. This role requires the optional Floor Plan module.
   View Reservation Summary	Allows users to open the Reservation Summary page from links in notification or confirmation emails. The reservation owner and the owner's delegates can access the page from an email link even if you do not assign this role. Use this role to control access to reservation information from forwarded emails.
   Web Administrator	Provides access to EMS Web App administrative functions, such as cache management, help text edit mode, and detailed errors.

7. Select the Booking Details Display Fields tab.

   These fields control the booking information that Everyday Users can view in Browse Events and Browse for Space.

8. From the Available list, select the fields to display. To select multiple fields, press and hold Ctrl as you select each one.

9. Select Move (>) to move the fields to the Selected list.

   Select OK.

   EMS saves the security template.

Manage Security Templates

After you create a security template, you can delete it or print its configuration information.

• To delete a security template, select it in the Everyday User Security Templates window, and then select Delete. If users are assigned to the template, EMS prompts you to assign another security template before you delete it.

• To print security template information, select Print. You can print a list of security templates or a list that shows how user roles map to security templates.