Setting up a new user based on a template

If you've already set up user templates, creating new users based on the predefined templates is easy.

  1. Click <My Profile> | Administration | Users | New User.
  2. Complete the fields on the page. For more information, see User fields.
  3. Select the template you created from the User template drop-down list. This completes the Administration, Primary Team and Home Territory fields automatically, according to the template settings.
  4. Click Continue.
    • Click Save to go back to the Users Find page. This misses out Steps 2 and 3 of the user setup. If you're confident that all of the default settings from the selected user template are applicable to this new user, then there's no need to go through steps 2 and 3 of the new user setup.
    • Click Save & New to save the new user and create another new user.
    • Click Previous to return to the New User Setup, Step 1 of 3 page.
    • The New User Setup, Step 2 of 3 page is displayed. All the settings on this page are defaults from the user template you selected in the previous step.
  5. Review the default settings, and adjust them for this specific user. You can also add user specific details, such as title, department, phone, alternative, and pager numbers. Refer to More User Details fields and Security Profile fields for an explanation of the fields.
  6. Click Continue. The New User Setup, Step 3 of 3 page is displayed. All the settings on this page are defaults from the user template you selected in Step 1 of the new user setup.
  7. Review the default settings, and adjust them for this specific user if you need to. Refer to User Preferences fields for more information on the fields.
  8. Click Save.
    • Click Save & New to save the new user and add another new user. This is useful if you need to create several new users sequentially and you don't need to review the User Preferences in Step 3.
    • Click Set To System Defaults to reset the user preferences to the preferences defined in the default user template.
    • Click Previous to return to the New User Setup, Step 2 of 3 page.