User`s guide

Allworx Server Administrator’s Guide Version 7.6
1-866-ALLWORX * 585-421-3850 Page 49
www.allworx.com
Revised: 11/22/13
9 Adding Users
9.1 User Templates
User Templates contain a set of common configuration settings applied when creating or
modifying users. The templates do not include all user settings. The system requires
configuring some settings for each user from the user modify page.
The system displays available user templates 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 upgrading Allworx servers, the system assigns the
System User template as the base template for all users. None of the settings change for
existing users in this process. When adding new users, the Allworx Server Administrator
may apply the System User template or create a custom template with a preferred
combination of settings.
9.1.1 Add and Modify User Templates
Prior to adding users on a new system, determine the required feature options for the
user (e.g. Off-site Access to Outside Lines or the ability to create conferences).
To see the list of users for each template, navigate to Business > Users and locate the
User Templates section. 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. Log in to the Allworx server admin page, navigate to Business > Users, and
locate the User Templates section.
2. Select the a user template, such as System User (Default) and click the Copy
link. A new User Template displays in the template list with the same user options
as the selected template.
3. Click the View link on the Copy of System User (Default) line. The new User
Template page opens displaying the current options.