Maintaining a set of user creation templates

When you maintain a set of user creation templates, you must keep records and delete obsolete templates from the system.

As you maintain  these templates, configure the common mailbox privileges required by each group of users. For example, external sales people might require the Email-by-Phone feature, whereas internal sales people can be restricted from using the feature to ensure that the required CallPilot resources are always available to those who need them.

Benefits of using templates

When you configure the settings in a template, those settings appear as defaults for any new user mailbox that you create with that template. You can then fill in the user’s name, mailbox number and password, and make changes to the default feature settings if desired.

Note/Tip The template is a starting point for creating the user. If you create a mailbox owner or other user and then reconfigure the template, this does not affect the settings for the already-created user.

Supplied user creation templates

CallPilot Manager supplies the following user creation templates:

Planning a custom set of templates

CallPilot supplies a basic set of user creation templates. When you first configure your CallPilot system, decide which of the supplied templates you need and then customize each to suit your needs.

Note/Tip You might want to create several versions of a single supplied template. For example, if your organization has different support personnel for each language provided, you might need to create an Internal Sales template, based on the Regular User template, and then use the Internal Sales template as a basis for each Internal Sales (Language) template.

Template documentation

Print a hard copy of the following reports for your records:

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