HELP FILE

How do I create a settings template?

    Create a settings template to quickly apply product settings to new users as they are added.

    Note: To make changes for existing users, view How do I change a user's settings?
    1. If you are not already, sign in to your admin portal.
    2. From Settings Icon Settings, select Settings templates.
    3. Select the + Add template on the top right.
    4. Enter a name for the new template and select Save.
    5. Select the template you just created.
    6. Select a product in the top navigation menu to view a list of available settings.
    7. Toggle the on/off switches to set the feature settings you want to enable/disable for this template.

      • If applicable, select Edit to access additional customizations.
      • Select the lock icon to enable or disable users from changing a feature setting.

    8. Select Save to update the template.
    What to do next: You can now apply this template when adding new users to your account.