User templates enable Admins to provision new Cloud9 users using templates with default user account settings for their firm to speed up the account creation process. Admins can select a configured user template when creating a new user to fill up the user account fields automatically.
Creating a user account template
- At the bottom of the Edit Firm page, select the Manage User Templates button
to access the Manage Templates page.
- Click the Create User Template button to create a new template.
- Name the new template and add a description to define its scope of use.
- Define the user settings to be used for further user account creation.
- Click Save.
Editing, copying, deleting user account templates
Admins can manage existing user templates from the Manage Templates page.
- At the bottom of the Edit Firm page, select the Manage User Templates button to access the Manage Templates page.
- Hover over a contact and select the Edit User Template icon
to modify the user account settings of a template.
- Edit, rename and save a template to create a copy.
- Hover over a template and select the Delete Contact icon
to delete it.
Create a new user from a user template
- From the Users page, select the Create User button.
- Select a saved template from the User Template dropdown menu, then select Apply Template and Confirm.
The fields will be populated with the default user account settings configured in the template.
- Fill in the user details fields that were not prepopulated by the user template.
- Select Save to create the user account.