Simplifying Setup of User Accounts

To simplify setup of user accounts for new customers, you can create account configuration presets, referred to as client account templates. The templates cover all resource usage allotments, permissions and limits that you can define for a user account.

To create a client account template:

  1. Click the Clients shortcut in the navigation pane.
  2. Click the Client Account Templates icon in the Tools group.
  3. Click Create Client Account Template.
  4. Specify the template properties:
  5. Click OK to complete creation of a template.

    During setup of a new user account, you will select the required template and the account will be created and allocated the resources you defined.

To modify a template:

  1. Click the Clients shortcut in the navigation pane.
  2. Click the Client Account Templates icon in the Tools group.
  3. Click the template name you need.
  4. Modify the settings as required and click OK.

    Note that modifying templates does not affect the existing user accounts that were created by these templates.

To remove a template that you no longer need:

  1. Click the Clients shortcut in the navigation pane.
  2. Click the Client Account Templates icon in the Tools group.
  3. Select a check box corresponding to the template you no longer need.
  4. Click Remove Selected. Confirm removal and click OK.