Create a User Preferences Template

You can create any number of user preferences templates.

To create a User Preferences Template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Standards & Libraries > User Preference Templates. The Preference Templates log opens.
  3. Click New. The User Preferences Template window opens.
  4. On the General tab, enter a name for the template. Each template must have a unique name. Enter an optional description.
  5. For Status, choose Active or Inactive. You can create any number of templates, but only one can be active at a time.

    The Active template will be used as the default user preference settings when adding new company users. The other templates can be used to update ("push") preference settings to existing users.

  6. Click the Preference tab. The Preferences tab appears exactly like the Options tab of a user's User Preference window. Complete the fields in the window.
  7. Click the Region Format tab. Select the following: Language, Time Zone, Date Format, and Number and Currency Formats.

    Note: The languages listed are the active languages selected by the administrator in the Configuration - Internationalization log.

  8. Click Apply to save changes, or OK to save and close the window.

Last Published Tuesday, June 4, 2024