Creating and deleting user creation templates 35example, external sales people might require the Email-by-Phone feature,whereas internal sales people can be restricted from using the feature toensure that the required CallPilot resources are always available to thosewho need them.Benefits of using templatesWhen you configure the settings in a template, those settings appear asdefaults for any new user mailbox that you create with that template. Youcan then fill in the user’s name, mailbox number and password, and makechanges to the default feature settings if desired.The template is a starting point for creating the user. If you create a mailboxowner or other user and then reconfigure the template, this does not affectthe settings for the already created user.Planning a custom set of templatesCallPilot supplies a basic set of user creation templates. When you firstconfigure your CallPilot system, decide which of the supplied templates youneed and then customize each to suit your needs.You might want to create several versions of a single supplied template.For example, if your organization has different support personnel for eachlanguage provided, you might need to create an Internal Sales template,based on the Regular User template, and then use the Internal Salestemplate as a basis for each Internal Sales (Language) template.Template documentationPrint a hard copy of the following reports for your records:• the name of the selected template• a list of names for all defined templatesCreating and deleting user creation templatesCreate user creation templates to facilitate adding large groups of mailboxowners with a single action.Duplicating templatesTo create a new user creation template quickly and easily, duplicate anexisting template and rename it. The properties of the existing template aretransferred to the new one. You can then customize the settings for a newgroup of mailboxes.Deleting templatesAs templates become obsolete, delete them.Nortel CallPilotAdministrator GuideNN44200-601 01.11 Standard5.0 9 November 2007Copyright © 2007, Nortel Networks.
