---
updatedAt: 2025-03-11T10:03:16.000Z
agentTools:
  projectIndex: https://customise.toq.io/llms.txt
---

# Guide for Modelers

### Managing Different Roles

In the **Main Section**, roles are managed via **panels with conditions** that define visibility for specific roles.\
There are **three role-based panels**:
1️⃣ **Sole Trader**
2️⃣ **Company Admin (Director)**
3️⃣ **Other Company Employees**

<Image align="center" src="https://files.readme.io/27d35e5b99c6987e91b914beaec87afcadcdebeec9fa97e95a03cbb7aaf3f1de-AD_4nXevnKoXzTRJokRav-KWCDdcGQp7aJZrmL_Bhk8jgEY5gzixi1TPWqMG_4qkOzJDLxN6cHUFRcWn2ERw9GHQqu9LYgb8ZdIbelvI329IaCtFAgN0VadmuyBJroG3oNu3KGyI7yQ8.png" />

To display panels with validation components for specific roles we are using ignored conditions. For example, Sole trader should be ignored (not displayed) if the organization type of the current company is not SOLE\_TRADER

🛠 **Example Condition for Sole Trader Panel:**

\{\{flw\.exists($temp.currentCompany.organisationType) && ($temp.currentCompany.organisationType != 'SOLE\_TRADER')}}

### Adding a Compliance Validation Component

To add a new compliance validation component, use the Status Box Component.

🔗 Check its behavior here → 📖 [Status Box](https://customise.toq.io/docs/status-box)

<Image align="center" src="https://files.readme.io/29042cd5a1d2a4921200928f5497dc9fd03c571059a68ada334f6b4115ce0b7f-AD_4nXfql3RjW7IXET-gJWeD1MpqXClOT3yzojnoWuul29mlM2rLPi9G4yqXgUPrHlMt5YVj8S7UaUNAqnW-A8LQS2Qg3KEstW-1hhthPaRnyOzBzIEDpl3oJyY67pdTghEVt8bLDH3n.png" />

Make sure to define mappings for Status and Button. Also, in the expression property define URL where the user should be redirected once button is pressed. Note that a new page should be created and URL key specified in the Configure pages section:

<Image align="center" src="https://files.readme.io/02b383cde694877a8761da91f9840ab980a407a6c9895ca6965ec853d6f5966f-AD_4nXfN3U2XBUscy64GJwTRQXgbhEGMSYBQf4k11mHgOEFIh_QlxD8W50_TqjAhqe_Qh9oxs4ANrFM28x7Cy5fhsgL3jJIDXajAwO4egUcvwm3Cn0dgyVFyQU32G2wjzFvp35Z_rwr3ig.png" />

<br />

### Managing Data & API Endpoints

To retrieve compliance-related data, the template uses REST API calls.

#### Fetching Compliance Status for the Section validation component

* **Triggered via**: REST button invoking the `C_P014` process.
* **Requirement**: The provider name must be dynamically assigned.
* **REST configuration:**

<Image align="center" src="https://files.readme.io/c30306a6c72b31eaad2801b4e48dbd1ff808515da424352072a40affee647e70-AD_4nXeS3bRINFZP61BuNR-coBiePjwlyjgdSq0woBPtViiSYbUXyJ-Pk97bcpB528mOpGytRAHWRphw3XcuLnLKfVnrdF1z3LwcoMcZgDFVAnykGEWW1IcdwkgK-YAqpKTc1bvDpCZOJg.png" />

<br />

#### Fetching Merchant Data

* **Triggered via**: REST button invoking the `C_P013` process.
* **REST configuration:**

<Image align="center" src="https://files.readme.io/2f06a3dacc0d4c947b7b90bb6e72754ca8e05612793dcae9dcada58cc29495a9-AD_4nXdaOexbUlEI_OMI9RfQtqygg14A8Ok1y6A3empxSrNzS_L5X0dAN4qDkljIa90kqzTaVCLNUwewEKE8cEHV4xTE8yBulQNwWAugFBh7d6qZ2ZSGJ_Em4TXK6sNxX3hLCkrBun0I.png" />

<br />

#### Fetching User Information

* **Triggered via**: REST button invoking the `C_P012` process.
* **REST configuration:**

<Image align="center" src="https://files.readme.io/706a19237eb8626aacb1b1c89dba33c40613aef789f186f90cd9e564a8b83cb2-AD_4nXcMRONNOqa9IjZJ8jZUXXMUcOorMVsKkWtoMrPUtrtCf4_jDmgKhkulVLBPgigW4A6eeSwEZRQZuIybPZQWRDzsymaEp-D-F7nUNvilc8qOJZYw-Rh1Wvb6JpFy50wth77bE-FRew.png" />