Creating a User Template

User templates define the settings you want to use when creating new users. Templates are recommended because the templates reduce the administration time.

Infor CRM includes several default user templates. You can customize the default user template, or create a new user template.

For example, you can create a user template named Manager which can function as the generic user profile for all managers in your company. When you create the users and apply the template, the profile is already configured with the appropriate settings.

User templates do not consume Infor CRM user license and cannot log on to Infor CRM.

Note: If the template is not assigned to the Standard User role, any new users created from the template are not authorized to access some Web Client features.

To create a user template:

  1. From the Administration menu, select Add Users.
  2. In the Add field, select Template.
  3. In the Quantity field, select the number of user templates that must be added.
  4. If you want to manually modify each tab in the template's profile to configure the settings, proceed to Step 7.
  5. To create the template from an existing template or using the profile of an existing user, select the Create From Profile check box. Select one of the following.
    • Template adds a template based on an existing template. In the Templates field, select the name of the template.
    • Existing User adds a new user based on an existing user’s profile. In the User field, select the name of the existing user.
  6. Select the tabs to copy from the template or user profile.
    • General: General and department settings are copied. The Username, Name, Title, and EMail fields do not apply when copying information.
    • Employee: The Fax, Mobile, Pager, Direct, PIN#, Accounting, and all Personal fields do not apply when copying information.
    • Security: All security settings are copied.
    • Teams: All teams settings are copied.
    • Calendar: All calendar settings are copied.
    • Service/Support: All service and support settings are copied.
    • Client Options (Client System): The default account owner and base template settings are copied.
  7. Click OK.
  8. When the template is created, use the User Detail view to modify the user's profile.
    Some of the fields in the user profile do not apply to user templates and are not available for modification.
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