User guide

System Administrator’s Guide – Release 7.5
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Revised: April 9, 2013
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9 Adding Users
9.1 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 on the Business > Users page,
with options to View or Copy the System User (Default) template or View, Copy, or
Delete other template groups. The System User (Default) template contains the user
factory default 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 change for existing users in this process. When adding new users, the System
Administrator may apply the System User template or create a custom template for a
desired combination of settings.
9.1.1 Adding User Templates
Prior to adding users on a new system, determine the required feature options for
which users (e.g. Off-site Access to Outside Lines or the ability to create conferences).
For a list of users for each template, select the View link for the appropriate template,
and navigate to the Template Last Applied To Users section for the complete list.
To create a new user template:
1. Navigate to Business > Users, and go to the User Templates section.
2. Select the System User (Default) Copy link. A new User Template displays in
the template list with the same user options as the system User (Default)
template.
3. Click the View link on the Copy of System User (Default) line. The User
Template page opens with the current options displayed.
4. Click the Modify link in the User Template - Copy of System User (Default)
section.