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SageCRM - Changing the Default User Template

All new CRM installs contain a Default User Template. The Default User Template is where you can define your baseline settings for all new users. This enables you to define a set of common characteristics (the default language to be used, security access rights
common to all users, and user preference settings) that can be applied to new users.
Once the default user template is defined, you can create other user templates, using the default template as a basis. Note that the number of user templates you can create is not limited by your number of user licenses.

To change the default user template:
1. Select Administration | Users | User Templates. The Find page is displayed.
2. Type in the Template Name, in this case, Default User Template.
3. Select the Find button.
4. Click on the hypertext link of the Default User Template. Three tabs are displayed: Template Details, User Preferences, and Security Profile.
5. Review and edit the template information in each of the tabs.

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About Scott Weber

   Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.


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