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Back to User Management Main Page

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Learn how you can to configure User Templates

What does this section cover?

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Table of Contents

Table of Contents
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Navigating to User Templates

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FOUNDATION > USER MANAGEMENT >SET UP USER TEMPLATES

What are User Templates?

User templates have similar structure with Users, and hold information which is not personalized and therefore it can be applied to multiple users. CRM.COM Software allows you to create a User Template through User Management Module.

Creating, Editing & Deleting

A User Template is a generic file with a similar structure to Users which serves to facilitate the transfer of information to newly created User entries. User Templates can be used either when creating single Users through the Manage Users Data Entry page or when creating multiple Users through the Generate Bulk Users Run.

  • Navigate to User Templates and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW User Template, modify (EDIT) or DELETE an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the User Templates.

Check the Validations & Restrictions Table below for a list of available Actions when working with User Templates, including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of the User Templates fields.

USER MANAGEMENT - USER TEMPLATESImage Added

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Validations & Restrictions

ActionValidationsRestrictions
Create
  • All mandatory fields must be provided
  • Not Applicable
Edit
  • All mandatory fields must be provided
  • Not Applicable
Delete
  • Not Applicable
  • Not Applicable
User Templates attributes 

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Attributes

An * indicates a field is mandatory.

LOG INFORMATION

The following information is automatically set by the system on saving the User Management
Include PageLog Information - GlobalLog Information - Global

Deleting User Templates

Include PageDeleting a record - GlobalDeleting a record - Global

 

NoteVisit  
name template language should be used UI whenever the user is accessing the system residence user resides atThe preferences of the user which include the following:  user can select home log in.  ORGANISATION'S DEFAULT PAGE settings, (as provided in Platform) ,
  • ACCESS COMMUNICATION CENTRE
  • MANAGE CONTACT INFORMATION
  • MANAGE ACTIVITIES
  • MANAGE JOBS
  • MANAGE SERVICE REQUESTS
  • MANAGE SUBSCRIPTIONS
  • MANAGE BILLS
  • MANAGE ACCOUNTS RECEIVABLE
  • MANAGE FINANCIAL TRANSACTIONS
  • VIEW DASHBOARDS

    • Name

    Description

    Main Information
    Template Name*The name of the Template.
    System Language*The System language is used to select the language that will be used to translate all labels, tips, warnings and error messages across the CRM.COM software, including the values of select boxes, radio buttons and other elements which consist of fixed (not configurable) values.
    The available options include all languages supported by CRM.COM     		Native LanguageThe supported and the Organisation System Language which is set in General Settings
    Native Language Native Language is used to select the language that will be used to translate additional information for each label, displayed when the mouse is placed over a specific label across CRM.COM software. The organisation's Native Language is set as the default.
    The available options include all languages supported by CRM.COM and the Organisation Native Language which is set in General Settings     (as provided in Platform)  and is the default option.
    Country of ResidenceThe country the User resides in.
    Preferences

    Preferences*

    • Home Page Preference: The
    • page that will be automatically displayed during
    • login or when you click on the Home icon
      The supported options are:
          • Organisation's Default Page: the page that is set in General
          • Settings which is applicable for all users.
      Settings*

      The settings of the user which include the following:

      • Security Profile*: A selection of the security profile that should be assigned on the user 
      • User attributes: a set of attributes which can be set on users such as
        • Super User: Can access all parts of the software without any restrictions
        • Developer: Can access the embedded development tools
        • CTI Enabled
      • Domain
      Units

      A list of units that the user belongs to. The user can belong to more than one unit, but at least one unit should exist (and should be set as the default one)

      Defining your own User Templates tailored to your company's needs

    • Navigate to FOUNDATION > USER MANAGEMENT >SET UP USER TEMPLATES
    • Either search for an existing one or from the Top Menu click on NEW
      USER MANAGEMENT - USER TEMPLATESImage Removed

    • MAIN INFORMATION

      1. Provide all the required information

        1. State
        2. Template Name
        3. System Language
        4. Native Language
        5. Country of Residence

    • PREFERENCES

      1. Default Home Page: Select the landing page for the users created using the template

    • SETTINGS

      1. Security Profile: Provide the security profile of the user

      2. Superuser & Developer: Check the boxes where applicable

      3. CTI Enabled: Check the box if applicable

      4. Domain: The domain to be used in emails when creating multiple users 
        Status
        colourRed
        titleAvailable from CRM.COM R9.0.0

    • UNITS

      1. Click on ADD
      2. From search modal, search for available units to add
      3. Select and add the record you would like to add
      4. Default: Once all units are added, select the default one.
        Check Understanding User Management for more information on multi units on a user.
    • From the Action Menu click on SAVE
          • Access Communication Centre
          • Manage Contact Information
          • Manage Activities
          • Manage Jobs
          • Manage Service Requests
          • Manage Subscriptions
          • Manage Bills
          • Manage Accounts Receivable
          • Manage Financial Transactions
          • View Dashboards
          • Status
            colourGreen
            titleAvailable from CRM.COM R10.0.0
            Manage Reward Offers
          • Status
            colourGreen
            titleAvailable from CRM.COM R10.0.0
             Manage Leads
      Settings
      Security Profile*

      A selection of the Security Profile which defines rights and restrictions and determines the actions that a User can perform on various System resources.

      Domain

      		The domain which is used by the Bulk Users Creation when creating Users' email addresses as Username@Domain.
      Super User

      Super Users are authorised to access all areas and features of the software, including unrestricted access to Network Management and Security Management. A Super User can only be appointed by another Super User.

      Super Users can also view more detailed error messages than the rest of the Users.

      Developer

      Users with access to the development tools embedded in CRM.COM, and which are available in all Summary pages, Data Entry pages, Analytics and Dashboards. Developers are granted the same permissions as normal Users as far as Network Management and Security Management restrictions are concerned.  A developer can only be appointed by a Super User.

      CTI Enabled

      Determines whether a User can access the embedded CTI tools through the Communication Centre screen. As this setting is found under the User Settings section, it can only be edited by Super Users.

      • Phone extension: Determines the extension number of the phone device installed on the User's PC, through which the User accesses CRM.COM. As this setting is found under the User Settings section, it can only be edited by Super Users.
      Units
      Units

      A list of Units that the User belongs to. The User can belong to more than one Unit, but at least one Unit should be present.

      Note

      When the User logs into the System the default Unit will be used unless manually changed. Once the User is logged in, an option to SWITCH UNITS is available through the Top Menu.

      Log Information
      Shared NotesNotes for the User. Each time the Notes are amended, the User that made the change and the date they were made on are logged.
      Log DetailsThe standard set of Log Details information available in all entities.
      Note

      View Understanding User Management for business examples related to creating and using User Templates.

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