User Templates Page

The user templates page lists all of your site's templates. If they are enabled, these templates can be selected from the add user wizard, or specified when you import users and used to pre-fill service information.

How to get to the user templates page

To add, view, or manage user templates:

1. On the top navigation bar, click users.
2. Click the templates tab.
3. Select a template then click:

• add user template to add a template
• overview to view the template information.
• edit to change the template information.

On this page you can view the following information:

• Status. The status of the template. States include:
  • Enabled. If the template is active, it is available through the Add User wizard.
  • Disabled. If the template is disabled, it is not available through the Add User wizard; it cannot be used to pre-fill service information for users.
• Name. The name of the template
• Description. A brief description of the template

On this page you can:

• Click action bar links to perform tasks. Many of these links are enabled only after you select an item from the list. Action bar links include:
  

  To select an item on a list, click the option button to the left of the item. Many of the action bar links above lists are enabled only after you select an item on the list.

  • overview. View details about the template
  • edit. Change the template