# Manage User Templates

User templates allow you to define a common set of phone and application services that you can then apply to new users. Each template consists of sub-sections for the user profile, phones, and services. For example, you could add a user template for a "Sales" role . This template would include a specific set of phone features and applications, such as External Hot Desk User, and Mitel Collaboration Advanced, to help salespeople sell product more effectively.

If your site requires custom templates we recommend that you create them by copying and editing the UCC Default Templates. These templates enable the functionality provided by the associated UCC licensing bundle.

Note: The Flow Through Provisioning feature shares MiVoice Business templates with the MiCollab system. The MiVoice Business templates support key template programming for users created from MiCollab USP. However, when a key template is created on the MiVoice Business system, the template is not validated for incomplete key programming (such as a missing ring type in a DSS/BLF key). The system only generates errors when you attempt to apply the invalid key template to a user via a role. Therefore, whenever you create a new key template on the MiVoice Business, ensure that you test it by applying it to a MiVoice Business user. If you receive errors related to key programming when you attempt to apply a shared template, you must correct the key template on the MiVoice Business.

Note: MiCollab users can be configured with multiple phones and each phone extension consumes a device (Multi-Device User Group device) on the MiVoice Business system. On enterprise MiCollab systems, it is possible to exceed the device limits of the MiVoice Business system(s). To minimize the possibility of over provisioning, do not assign users with unnecessary phones. Also, during initial bulk provisioning of an enterprise MiCollab system, create roles and templates that assign the actual phone requirements for the users. For example, if you have UCC Premium users who only require two phones, create and apply a "UCC Premium - 2 phone" role and template. If you use the default UCC roles and templates, the maximum number of phones are assigned, increasing the risk of over provisioning.

Note: If a user is configured as a Basic MiCollab Desktop Client user, Mitel recommends configuring one desk phone or one desk phone and EHDU device.

Note: You cannot delete services from the UCC Default Templates.

Note: You cannot re-apply a role to reset a users settings back to the template values.

Note: After an upgrade from MiCollab Release 6.0 to MiCollab Release 7.0, the AMC will update the system with the UCC V4.0 Default Templates. However, it can take up to 12 hours before the system re-syncs with the AMC and downloads the new templates. To obtain the templates sooner, access the Servicelink > Status screen in the server manager and perform a Sync with the AMC.

Note:The Vidyo feature is not selected in the UCC 4.0 default Premium template. To assign Premium users with Vidyo, create a copy of the Premium template, rename as "Premium with Vidyo" enable the Vidyo feature in the template, and then apply the template to the desired users.

Note: On upgrade to MiCollab Release 7.2.2 or later, any existing templates that have the SIP Teleworker service and the user password set to "Same as Primary Phone Extension" are modified to have "Randomly Generate" as the password option.

## View

1. Under Applications, click Users and Services.

2. Click User Templates.

## Add

1. Click Add.

2. Enter a label for the new template.

3. Enter a description.

4. Enter the template information.

Note: To support Messaging Waiting on MiVoice 5000 or MiVoice MX-ONE phones, the Messaging Waiting fields in the NuPoint Unified Messaging section of the template must be set to "DTMF-to-PBX".

5. Click Save.

## Edit

Editing a user template has the following effects:

- MiVoice Business and MiVoice MX-ONE: Editing a template has no effect on users that were previously created using that template. Changes to a template are not applied automatically to existing users who are assigned with the associated role. You must reassign the role to an existing user to apply the template changes.

- MiVoice 5000: Changes to the template are applied to existing users who are assigned with the associated role on the next MiVoice 5000 synchronization with the MiCollab system.

To edit a template:

1. Check the box next to the template name and click Edit. The Edit Role and User Service Template window opens.

2. Enter the template information. If you change the UCC bundle type in a non-default UCC User and Service template, the system overwrites the template with a clone of the of the selected default UCC bundle. If you change the UCC license bundle type to "None", the template field information is not altered, but any users you create from this template will use "a la carte" licenses.

3. Click Save.

## Copy

You can copy an existing template and then modify it to create a similar but different template:

1. Check the box next to the template that you want to copy and click Edit. The template opens.

2. Click Copy. The system creates a copy of the template.

3. Enter a label and description for the new template.

4. Modify the template fields as required.

5. Click Save.

## Delete

Editing a user template has the following effects:

- MiVoice Business: Deleting a template has no effect on users who were created using that template.

- MiVoice MX-ONE: Deleting a template has no effect on users who were created using that template. However, removing the role from a user from the MX-ONE management interface deletes the user from the MiCollab USP database.

- MiVoice 5000: Changes to the template are applied to existing users who are assigned with the associated role on the next MiVoice 5000 synchronization with the MiCollab system.

You cannot delete a template if it currently references a role. You cannot delete the Default User and Service templates.

1. Click User Roles and delete any roles that are assigned to the template.

2. Click User Templates.

3. Check the box next to the template name and click Delete.

4. Click Yes to confirm the delete.

5. Click Close.