Configuration Guide

Table Of Contents
Managing OnboardingTemplates
176 of 291
Managing Onboarding Templates
Onboarding Template is a collection of settings that establishes the
administrative rights and account settings of the Provisioners that associate with
it.
Use this procedure to manage an Onboarding Template.
Procedure
1. In the navigation pane, Click Onboarding Templates.
2. Click the required Onboarding Template to manage.
3. Click Add to create a new Onboarding Template. For more information, see Creating
an Onboarding Template.
4. Click Edit to modify and view the existing Onboarding Template. For more
information, see Modifying and Viewing an Onboarding Template.
5. Click Copy to create a copy of the existing Onboarding Template. For more
information, see Copying an Onboarding Template.
6. Click Delete to delete the selected Onboarding Templates, Onboarding Template
Members, and Expired Guest Accounts. For more information, see Deleting
Onboarding Templates and Guest Accounts.
Tip:
Use Ctrl / Shift to select multiple records to delete.
Modifying and Viewing an Onboarding Template
Use this procedure to edit and view an existing Onboarding Template.
Procedure
1. In the navigation pane, Click Onboarding Templates.
2. Select the required Onboarding Template from the list.
3. Click Edit > Summary tab to view an Onboarding Template summary.
Note: