User Templates
Jump to navigation
Jump to search
Home > Configuration > Platform Configuration > User and Guest Access > User Template | Index |
Template Details
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.