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- 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 providers 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 policies here.
- Click OK to add the new user template. To go back to the previous page without adding anything, click Cancel.
If you want to edit a template, follow the same steps described above.
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- 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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