Role Templates for Single Sign-on (SSO)

Role Templates are custom, reusable groupings of administrative account roles. Role Templates are necessary for Single Sign-on (SSO) authentication into ElevenOS, as the SSO authentication process uses a Role Template Id to assign users their expected roles and permissions when they log in.

Use default templates, copy and adjust existing templates, or create new templates based on your needs.

Requirements

• Administrative account role with the Manager add-on role

Access the Role Templates Menu

Access Role Templates in ElevenOS with these steps:

1. Click Manage
2. Click Role Templates
   

The Role Templates menu shows all of the existing templates for your Org. You can copy, create, and edit templates here.

Default Options

ElevenOS has many templates available by default. They include:

Default templates may include exactly the roles you need, or, they can be copied and edited to best suit your needs. Learn how to copy and edit templates below.

The Role Template Id

The Role Template Id is critically necessary for SSO integrations because the id is used during authentication to add the correct roles to a user. If you use a default Role Template, you can find its id in the table above. If you create any new templates, you can find them in the middle column of the Role Templates menu in ElevenOS.

Create and Manage Templates

Copy a Template

In the Role Templates menu:

1. Click the gear icon next to a template
2. Click Copy

Next, configure the copied template:

1. Edit the Name and Description
2. Click ADD / REMOVE ROLES to edit this template's assigned roles. Click the checkbox next to any role to add or remove it, and then click SAVE.
3. Click COPY to finish creating the copied and edited template. Click CANCEL or the navigation arrow at the top to go back without creating the template.

Create a New Template

In the Role Templates menu:

1. Click CREATE TEMPLATE.

Next, configure the new new template:

1. Add a Name and Description
2. Click ADD / REMOVE ROLES to edit this template's assigned roles. Click the checkbox next to any role to add or remove it, and then click SAVE.
3. Click CREATE to finish creating the template. Click CANCEL or the navigation arrow at the top to go back without creating the template.

View and Edit Existing Templates

In the Role Templates menu:

1. Click the gear icon next to a template
2. Click View to see its assigned roles.

If the template is not locked, you can click COPY or EDIT to create a copy or edit the existing template.

Edit will show in the menu options for an unlocked template after you click the gear icon as well.

Related

• Single Sign-on (SSO) for ElevenOS and Site Manager