Adding organization site templates

Setup Guide:  Home - Previous topic - Previous topic - Next topic

 

Login level required for this task: Systems or Marketing

Organization Site templates are guides you can use to pre-fill information on forms when you add organizations. sites. You can add as many organization site templates as necessary to meet your business needs.

To add an organization a site template:

  1. Start the organization site template wizard.

  2. General information

  3. On the general information form, provide the following information, then click Next.

  4. Select Services

  5. Choose the services service options you want to make available to organizations sites created with this template, then click Next. For more information about service options, see the service-specific Help.

  6. Select Resources and service component properties

  7. Select the pool, or resource (server) group, you want to use when using this template to add organizations. The drop-down list displays all available pools. The required server resources are taken from the selected pool when you add the organization.

  8. Configure any services you enabled through the template, then click Next. For service configuration options, click the links below to open the service-specific Help. For service configuration options, see the online Help for the service.

  9. Review template

  10. Review the information you provided for the template. To change information, click Previous. To add the organization site template, click Finish.

The organization site template is now available and you can use it when you add an organization. a site.

Next Setup Guide topic:

Adding organizations sites