User Configuration Templates


User Configuration Templates

The User Configuration Templates submanager allows users with appropriate permissions to create and edit templates that set account preference defaults. After creating a template, users with the appropriate permissions will be able to apply these templates to BSI accounts to update the preference settings to match the current values in the template. From the right side of the manager, users can select from the following actions:

  •     New
  •     View
  •     Edit
  •     DeleteUser Configuration Editor

To create a User Configuration Template from the manager:

  1. Select New.
  2. Enter a Label for the template and a Description, if desired.
  3. Select OK.
  4. The editor will open with the following tabs available:  Preferences, Search, Quick Search, and Location Search.
    • All preferences available in the user editor on these tabs will be available to set default values for in the template.
    • Some preferences may already have database default values set when the editor is opened. These can be edited or removed.
  5. Enter values for any preferences field(s) on these tabs.
  6. When finished, select Save.User Configuration template

To view or edit a template, highlight it on the manager and select View or Edit. Viewing the template opens the editor in read-only mode. Permission is required to edit the template. To delete a template, highlight it and select Delete. You will be prompted to confirm.

To create a User Configuration Template from an existing user profile:

  1. Open the user’s profile.
  2. Select File > Save User Configuration.
  3. Enter a Label for the template and a Description, if desired.
  4. Select OK.
  5. A new User Configuration Template will be saved using the existing user’s preferences as default values.
  6. If needed, the new template may be edited from the User Configuration Templates submanager.