Difference between revisions of "User Templates"
Jump to navigation
Jump to search
Line 17: | Line 17: | ||
:: Select if the the new account will be a Basic or full User account | :: Select if the the new account will be a Basic or full User account | ||
− | + | ==Location == | |
:* '''Site''' | :* '''Site''' | ||
:: Select the Site where the user will be located | :: Select the Site where the user will be located | ||
Line 24: | Line 24: | ||
− | + | ==Regional Settings== | |
:* '''Language''' | :* '''Language''' | ||
:: This will set the language for the contact. The language set against the contact will determine the language that the Customer Portal is presented to them. | :: This will set the language for the contact. The language set against the contact will determine the language that the Customer Portal is presented to them. | ||
Line 36: | Line 36: | ||
:: Set the format for how time information will be presented to the user | :: Set the format for how time information will be presented to the user | ||
− | + | ==Security Settings== | |
:* '''Roles''' | :* '''Roles''' | ||
:: Select the Roles to be automatically assigned to the account on creation. | :: Select the Roles to be automatically assigned to the account on creation. | ||
[[Category:Administration]] | [[Category:Administration]] |
Revision as of 20:37, 25 October 2022
Home > Configuration > Platform Configuration > User and Guest Access > User Template | Index |
Basic Information
- Template Name
- More than one template can be created. This will allow you to identify this particular template within the list of templates.
- Type
- Select if the the new account will be a Basic or full User account
Location
- Site
- Select the Site where the user will be located
- Country
- The country where the user is located
Regional Settings
- Language
- This will set the language for the contact. The language set against the contact will determine the language that the Customer Portal is presented to them.
- Timezone
- This will set the timezone that the user resides in. This will ensure that date/time information presented to them in the portals is displayed using their time.
- Date/Time Format
- Set the format for how date/time information will be presented to the user
- Date Format
- Set the format for how date information will be presented to the user
- Time Format
- Set the format for how time information will be presented to the user
Security Settings
- Roles
- Select the Roles to be automatically assigned to the account on creation.