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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 Phone Insights service access. More details here .
- Set account permissions. More details on permissions 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.
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