Linking all Actors to an Actor Context template

When an Actor Context template exists, you can link it to all Actors. You might do this if you are provisioning a large number of users for a new installation, or, if you have added a new template or updated an existing template and want to mass-assign it to existing Actors.

This procedure provides the steps for mass-assigning a template. A template must already exist before you perform this procedure.

Important: The system contains logic to ensure that external Actors, for example, Vendors, are not auto-assigned templates. The system also does not auto-assign templates to inactive Actors, that is, Actors who have been disabled but are not yet fully deleted from the system.

  1. Navigate to the Administration Console through the method you use, for example, the Web app, HRT or FSM.
  2. From the menu, access Security > Actor Context Template.
  3. On the Actor Context Detail List, move to the toolbar and select the action Create Actor Context from Template. The Actor Context Template dialog box opens.
  4. Populate the appropriate fields on the Actor Context Template dialog box.
    1. For Actor Context Template: Select a template from the list.
    2. Select All Actors.
    3. For How to Process If Actor Context Already Exists: If you are updating existing Actors who might already have a value for at least one of the Actor Contexts, select Replace if you want the existing value to be updated or Skip if you want to retain the existing value. The value you select applies to all records that have existing Actor Context values.
  5. Click Submit.