Setting up user templates
NOTE: If using the AD and/or IEM Module, there are different steps for setting up user templates. Please use the steps as described in their respective chapters.
To define user templates:
1- Navigate to Administration > Users > Add.
2- Select “Template” as the user type and enter a user ID that allows this template, as well as its purpose, to be easily identified (e.g. “EndUserTemplate,” “ExternalUser”).
NOTE: The User ID cannot be modified once the record is saved. If no user ID is entered, a numeric user ID will be assigned by the system.
3- Enter a generic first and last name (e.g. “EndUser/Template,” “External/User”).
4- To allow users created from this template to login – select “Can Log In.”
5- To prevent users created from this template from being sent system-generated email notifications – select “Suppress All Email.”
6- Enter or select a default organization. We strongly recommend using a generic organization, as described in the “Organizations” chapter. However, you may enter/select an actual organization.
7- Select a default time zone.
8- Select any menu options to display to these users.
9- Select the default home page.
10- Select any advanced (license-related) permissions. (A license must be available for each user created from this template to have any of these permissions.)
11- Select any administration-related permissions.
12- Select any data access-related permissions.
13- Select any workflow-related permissions.
14- Select any issue maintenance-related permissions.
15- Select any reporting-related permissions.
16- Select any email-related permissions.
17- Click Save. (Reset will clear this screen of all current entries/selections.)
The View User screen will then appear with the message “User successfully added.” Repeat these steps for any additional user templates.
Defining the New Caller default
template