Create or Modify a Template

Templates are used to apply a specific Client Setting or Feature Key permission settings to a group or individual. There are two levels of Templates that may be created in the Administration Portal: Enterprise or Department level templates. To create a template, you must first decide whether this template should be applicable to all of your users or a specific subset of users. In this example, a template that can be applied to any department is created (Enterprise Level.)

Create a Template

First, navigate to the Customer Templates Button, located next to the Departments tab.

From this screen you must decide whether you need to make a template for user Feature Keys or Client Settings. The client shown has a previously created Feature Key template named “all on.” Select the Add button to create a new template.

You must first name the desired template, and decide what application features to allow for these users. Default settings are shown, and darker grey with a check mark indicates the feature is allowed on the client device.

Add Users/Modify a Template

Once the template is completed, select it from the list. Select the Assigned Users button to add or remove members, select Settings to modify the template settings.

The Assign user tab will open a window showing all the contacts that are available to be a member of the template. (Proper departments, the user is not already a member of a different template.)

To modify the member list, select Assigned Users from the Modify Template tab and select Unassign Users. Once a selection has been made the Unassign Users button is available.