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Back to User Management Main Page

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Learn how you can to configure User Templates

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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 is a set ......

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

Deleting User Templates

Include PageDeleting a record - GlobalDeleting a record - Global

 

NoteVisit /wiki/spaces/WIP/pages/10010220 User Templates for business examples related to
ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

User Templates attributes 

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
  

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

  • Navigate to PATH
     
    • Either search for an existing one or from the Top Menu click on NEW
     

  • MAIN INFORMATION

    1.  

  • LOG INFORMATION

    • Include PageWIP:Log Information - GlobalWIP:Log Information - Global
  • From the Top Menu click on Save
    • Create
    • All mandatory fields must be provided
    • Not Applicable
    Edit
    • All mandatory fields must be provided
    • Not Applicable
    Delete
    • Not Applicable
    • Not Applicable

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    Attributes

    An * indicates a field is mandatory.

    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 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
    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.
        • 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 User Templates.

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