CM Help: Preferences - User Templates
Amy Fawcett avatar
Written by Amy Fawcett
Updated over a week ago

The User Template section allows you to set up default application permissions when adding a new Staff, Tenant, or Vendor. User Templates can be set up for all User Types in one or more buildings.

For example, when adding new Tenants, if you want to grant access to the Tenant Center and allow Tenants to post Service Requests and Reservations, you can set up a Tenant User Template.

When adding a new Tenant User, select the Tenant User Template from the dropdown menu at the top of the Permissions and Settings box. Default Notification and Group Settings can be set up for all User Types as well.

Check the box next to Copy these settings over to your other buildings if you want to apply these changes to all buildings in your portfolio for this User Type. When finished, click Submit to save the User Template.

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