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Configuring User Templates

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Navigating to User Templates

FOUNDATION > USER MANAGEMENT >SET UP USER TEMPLATES

What are User Templates?

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 TEMPLATES

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

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
      • AVAILABLE FROM CRM.COM R10.0.0 Manage Reward Offers
      • AVAILABLE 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.

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.

View Understanding User Management for business examples related to User Templates.

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