User`s guide

System Administrator’s Guide – Release 7.2.3.x
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Revised: September 1, 2010
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7 Adding Users
7.1
User Templates
User Templates contain a set of common configuration settings and can be applied when creating or
modifying users. Not all user settings are included in the templates. Some settings must be configured for
each user from their user modify page.
Available User Templates are displayed in a table in the Business / Users page, with options to View
(modify), Copy, and Delete groups. The system includes a default “System User” template. This template
contains the factory default user settings. When Allworx servers are upgraded to Release 7.0 or higher the
System User template is assigned as the base template for all users. None of the settings for existing users
are changed in this process. When new users are added, the System Administrator may apply the System
User template or a custom template can be created for a desired combination of settings.
7.1.1 Adding and Modifying User Templates
To add a new User Template, start by creating a copy of an existing group, such as the System User
template. Click on the template’s Copy link. This will create a new template with the same user options as the
original.
The copy can be customized by clicking View to display the template, then clicking the Modify link. The
template can be renamed and configured with a combination of settings that is appropriate for all or a subset
of the site’s employees. Then as the users are added, the template can be applied thus automatically
configuring the user with the template’s options. Prior to adding users on a new system, it is a good idea to
determine what feature options are desired for which users (e.g. Off-site Access to Outside Lines or the
ability to create conferences).
When modifying templates that have already been applied to users, changes are NOT automatically applied
to the users of that template. In order to update the user settings, the template must be re-applied to each
user with which it is associated.
When viewing a template, all users to whom the template has been applied will be listed at the bottom of the
page.
7.1.2 Adding New Users
When adding a new user, the feature configuration settings are not displayed until a template is chosen.