Changing the default user template

New Sage CRM installs contain a default user template where you can define baseline settings for all new users. This enables you to define a set of common characteristics that can be applied to new users, such as the default language, common security access rights, and user preference settings. You can't delete the default user template.

When you've defined the default user template, you can create other user templates based on the default template. The number of user templates you can create is not limited by your number of user licenses.

1. Click <My Profile> | Administration | Users | User Templates.
2. Enter Default User Template in Template name and click Find.
3. Click the Default User Template link.
4. Click the Template Details tab, and then click Change.
5. Make your changes and click Save.
6. Edit and save the template information in the User Preferences and Security Profile tabs.