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Create users with templates

Jun 05, 2015
Updated: 2013-05-07

If you need to create users that have similar settings, you can use a template to create these users quickly. When you create the template, you specify the user settings, including security roles, and the services to be provisioned when the template is used. To create a new user, you select the template you want to use and then click New User from the User Functions dialog box. The user details from the template are copied to the new user.

Templates are customer-specific; that is, they are accessible only to the administrator of a particular customer's account. For example, a customer administrator cannot view or use the templates of a parent reseller, and the reseller cannot view or use the templates of any of their customers.

Templates are stored in the system database as users. You can access existing templates from the Users page of the control panel. Under Advanced Search, enter search criteria and select the Template user type.

To create a new template

  1. From the Services Manager menu bar, click Users.
  2. Under Management, click New Template User. The Create User page appears.
  3. In Display Name, enter a name for the template user.
  4. Click Additional Properties to add address and organizational details.
  5. Click Account Settings to configure password change and expiration settings.
  6. Click Advanced Options to select a security role for the template user. To customize the security role, select Configure a custom role collection.
  7. Click Save. The Provision Services page appears.
  8. Select the services you want to provision when the template is used to create a new user.
  9. Click Save.

To create a new user based on a template

  1. From the Services Manager menu bar, click Users.
  2. Find and select the template you want to use:
    1. Under Advanced Search, in User Types, select Template.
    2. Click Search. A list of all existing templates appears.
    3. Select the template you want to use. The Create User page appears.
  3. Under User Details, perform the following actions:
    1. Enter the user's UPN and name information.
    2. (Optional) Click Additional Properties and enter any additional location or organization details for the user.
  4. Under Password Configuration, enter the user's password and confirm the entry.
  5. (Optional) Under Account Settings, review the password settings and security role, and make any required changes.
  6. Under Email Addresses, add email addresses as required.
  7. Under Copy Services, select the services you want to provision to the new user.
  8. Click Provision.

After the new user is provisioned, ensure the user's provisioning status appears with a green indicator for all services. Services that appear with a blue indicator require additional configuration.