Difference between revisions of "User Templates"

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{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[System Administration|Platform Configuration]] > [[Organisational Data|User and Guest Access]] > User Template|Administration}}
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/organizational-data/user-templates/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/esp-config/organizational-data/user-templates/]]
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{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > User Template|Configuration}}
 
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== Introduction ==
 
== Introduction ==
User Account templates are used to create a standard set of settings which can then be used to create user accounts through auto provisioning or when users are manually created. When using a SAML to manage communication between an identity provider and Hornbill, accounts can be created automatically.  An example of using an identity provider would be to use Active Directory Services to authenticate with Hornbill.  When this authentication happens, if a user account does not exist in Hornbill it will be automatically created using this template.
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User templates are used to create a standard set of settings which can then be used to create user accounts through auto provisioning or when users are manually created.  An example of using an identity provider would be to use Active Directory Services to authenticate with Hornbill.  When this authentication happens, if a user account does not exist in Hornbill it will be automatically created using this template.
 
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{{rightBox|Related Articles|
 
{{rightBox|Related Articles|
 
:* [[Single Sign On Profiles]]
 
:* [[Single Sign On Profiles]]
:* [[Customize Service Portal]]
 
 
:* [[User Account]]
 
:* [[User Account]]
 
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{{Section|
 
{{Section|
 
==Basic Information==
 
==Basic Information==
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[[file:createuserfromtemplate.png|right]]
 
:* '''Template Name'''
 
:* '''Template Name'''
:: More than one template can be created.  This will allow you to identify this particular template within the list of templates.
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:: More than one template can be created.  This will allow you to identify this particular template within the list of templates. When manually adding new users, these template names can be seen under the Create New User button.
 
:* '''Type'''
 
:* '''Type'''
 
:: 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
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==Location ==
 
==Location ==
 
:* '''Site'''
 
:* '''Site'''
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:: The country where the user is located
 
:: The country where the user is located
  
 
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==Regional Settings==
 
==Regional Settings==
 
:* '''Language'''
 
:* '''Language'''
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:* '''Time Format'''
 
:* '''Time Format'''
 
:: 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
 
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==Security Settings==
 
==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.
 
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[[Category:Administration]]
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Latest revision as of 19:51, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

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