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Overview Overview

Organization templates can only be managed by the system administrator(s) and the service provider account owners. If you need to add several similar organization accounts to the system, the easiest way to do it is with a template.

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To manage organization templates, go to Unified Communications in in the side menu and click the the Organization Templates icon icon in the the Assets area area. The Organization Templates Templates management page allows you to:

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To add a template:

1. Click on the the Add Template icon icon in the the Tools area area.
2. Name the template.
3. Enable the the Shared with provider option option if you want to share the template with service providers. This will allow service providers to create organizations based on it.
4. Set account permissions. More details on permissions here.
5. Set account limits. More details on limits here.
6. Click Click OK to to add the new organization template. To go back to the previous page without adding anything, click click Cancel.

If you want to edit a template, follow the same steps described above.

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All organization templates are listed in the the Organization Templates table table. You may enable or disable a specific template with a simple click on the the S  (Status) icon, which shows the status of the template:  for for enabled  for for disabled. Once a template is disabled, you can no longer use it to create an account.

Search for a template

The same table shows the Template ID  Template ID column, which refers to the automatically generated ID of the template. The The Organizations column column indicates the number of organization accounts created based on this template.

To filter existing templates, enter the template name in the text box above the table and click the the Search button button. The system remembers the search criteria when a new search is performed and even after the user logs out.

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If you remove a template from the system, the accounts created with it will it will not be affectedbe affected.

To remove a template:

1. Select the template from the table and click the the Remove selected link link on top of the table.
2. Select the the Confirm removal checkbox checkbox and click click OK. To return to the previous page without removing the template, click click Cancel.  

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