Simplifying Setup of User Accounts

Before you start signing up new users for your services, you should create account configuration presets, referred to as client account templates. They will simplify setting up user accounts for new customers. The templates cover all resource usage allotments, permissions and limits that you can define for a user account. There is a predefined client account template available from the control panel: You can modify it as required and use it, or you can create your own templates. The default template cannot be removed.

To create a client account template:

  1. Go to Home > Client Account Templates (in the Clients group).
  2. Click Create Client Account Template.
  3. Specify the template properties:
  4. 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. Go to Home > Client Account Templates (in the Clients group).
  2. Click the template name you need.
  3. 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. Go to Home > Client Account Templates (in the Clients group).
  2. Select a check box corresponding to the template you no longer need.
  3. Click Remove. Confirm removal and click OK.