Create a User Preferences Template

You can create any number of user preferences templates, each of which must have a unique name and only one of which can be Active. The Active template is used as the default user preference settings when adding new company users. You can use the Active template and any of the Inactive templates to update ("push") preference settings to existing users.

To create a User Preferences Template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Standards & Libraries, and then select User Preference Templates.
  3. On the Preference Template page, click New.
  4. On the General tab of the User Preferences Template dialog box, enter a unique Template Name and an optional Description.
  5. For Status, choose Active or Inactive.
  6. On the Preferences tab, complete the applicable fields and select the applicable options.

    The Email Subscription section appears exactly like the Email Subscription tab of a user's Preferences window.

  7. On the Region Format tab, select the following: Language, Time Zone, Date Format, and Number and Currency Formats.

    This tab is similar to the Region Format tab of a user's Preferences window.

    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, October 8, 2024