Date: Fri, 29 Mar 2024 14:28:29 +0000 (GMT)
Message-ID: <1756610087.4779.1711722509488@wiki.4psa.com>
Subject: Exported From Confluence
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This page contains instructions on how to configure a user account =
using a template.=20
Overview
User templates can be managed by the system administrator(s) as we=
ll as by the service provider and organization account owners. If you need =
to add several user accounts to the system, the easiest way to do it is wit=
h a template. This will spare you the trouble of setting permissions and ro=
les for each an every account.
If there are parameters that do not meet your requirements, you may simp=
ly edit the template or create a whole new one.
To manage user templates, go to Unified Communications =
in the side menu and click the User T=
emplates icon in the Assets area. The User Templates management page allows you to:
Add template
To add a template:
- Click on the Add Template icon in the =
Tools area.
- Name the template.
- Enable the Shared with provider option if you want to =
share the template with service providers. This will allow service provider=
s to create users based on it.
- Set account permissions. More details on permissions here.
- Set account limits. More details on limits here.
- Set up sharing policies for the account. More details on sharing polici=
es here.
- Click OK =
to add the new user template. To go back to the previous page with=
out adding anything, click Cancel.
If you want to edit a template, follow the same steps described ab=
ove.
Enable or disable template=
All user templates are listed in the User Templates tab=
le. You may enable or disable a specific template with a simple click on th=
e S (Status) icon, which shows the status of the template:=
for enabled for dis=
abled. Once a template is disabled, you can no longer use it to create an a=
ccount.
Search for a template
The same table shows the Template ID column, which refers to the automatically generated ID of the template=
. The Users column indicates the number of user accounts c=
reated based on this template.
To filter existing templates, enter the template =
name in the text box above the table and click the Search button. The system remembers the search criteri=
a when a new search is performed and even after the user logs out.
Remove a template
If you remove a template from the system, the accounts created wit=
h it will not be affected.
To remove a template:
- Select the template from the table and click the Remove selected=
link on top of the table.
- Select the Confirm removal checkbox and click =
OK. To return to the previous page without removing the template, =
click Cancel.
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