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• Subscription templates, which allow you to automatically add a Hubgets organization to the VoipNow system. Based on the purchased Hubgets subscription, the organization and its users will be automatically created with specific limits and permissions, and charged based on the charging plan assigned to the subscription. These templates can be edited and customized whenever necessary. When enabled, the Allow user level permissions and limits option allows admins and service providers to customize limits and/or permissions at user level. More details below, in the Add a template section. 
• Legacy templates, which allow you to automatically add a new organization of users to the VoipNow system. The organization and its users will only have access to VoipNow's capabilities.

Add a template 

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Add a template Add a template

Here are the steps you need to take to create a new Organization template. Based on this template, you'll be able to add new organizations faster and more easily. 

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1. Open the Organization Templates management page from Unified Communications → Account Templates → Organization Templates.
2. Click on Add Template under Tools.
3. Name the template and, from the Type drop-down list, select the kind of template you want to use. The Subscription template type is the default option. You can use it for organizations assigned with a Hubgets subscription.   
   If you want to create organizations that will only use VoipNow services (without access to Hubgets services), select Legacy.
4. Up next, you have the option to share your template with the service provider accounts under your management. This means that they will be able to use your template when they create an organization on their own.
5. For Legacy organization template, you will see Phone Insights section next. This allows you to set a Phone Insights subscription ID for all the organizations that will be created using this template.   

6. Set the organization's permissions. Remember they will apply to all the users under it.

   Note
   title Very Important!
   Whenever an organization is created based on a Subscription template, all its users inherit the organization's limits and permissions. If you need to customize permissions and limits for certain users, you need to enable the  Allow user level permissions and limits  option. This will let you adjust limits and permissions in the user's context (i.e. the  Roles and Phone Numbers  area). It's important to know that once you've customized limits and permissions for a user, the organization's settings are no longer applicable and you cannot reinstate them on the user. Also, you need to assign the user account with a new charging plan, as the organization's charging plan becomes invalid upon customization. To do that, click on Edit User under Account.

   You can read more on permissions  here . 

7. Set the organization's limits. They will apply to all the users under it. You can read more on limits here .

8. If in Step 3 you chose to create this template for an organization with a subscription, the interface will display extra options that you need to customize. More precisely, you must define storage quota and usage limits as well as choose a charging plan and a phone extension that apply to all the users that will be created under the organization. Assigning a charging plan and a phone extension template is very important. The charging plan is used for billing the users under the organization, whereas the phone extension template is used for automatically assigning a phone terminal extension to users that are newly added to the organization. You can find more explanations on these settings below.

9. Click OK to add the new organization template. To go back to the previous page without creating this template, click Cancel.

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Also, you need to choose a Phone Extension Template  from the drop-down list. Due to this template , every time a new Hubgets user is added under the organization, a phone terminal extension will be automatically assigned to their account.

The Hubgets users Roles allowed to access VoipNowHubgets   option lets you decide who can access the VoipNow interface:  Owner ,  Administrator  or  Member . It's recommended that you restrict access to Owner and Administrators only. 

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