Organization Templates

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.

If some of these parameters do not meet your requirements, you may simply edit the template or create a whole new one.

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

• create a new template
• see a list of all existing organization templates
• search for a particular template within the list
• edit templates
• remove unused templates

Add a template

To add a template:

1. Click on the Add Template icon in the Tools area.
2. Name the template.
3. Enable the Shared with provider 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 OK to add the new organization 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.

Enable or disable a template

All organization templates are listed in the Organization Templates table. You may enable or disable a specific template with a simple click on the S (Status) icon, which shows the status of the template:  for enabled  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 column, which refers to the automatically generated ID of the template. The Organizations 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 Search button. The system remembers the search criteria 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 with it will not be affected.

To remove a template:

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