Assigning User Management Templates

Once you have created your templates, assign them to the user information records. You can apply many templates to a single user information record.

  1. From the User Information tab, click the username for the user information record.
  2. In the Assignments section, click New User Information Assignment.
  3. Select the user management template from the drop-down.
  4. Set the correct status, for example, if you want to assign the template, select Pending Assignment.
  5. Click Save.
  6. [Optional] Return to the user information record and add more templates.

You can create a CSV file to upload template assignments to existing records. Refer to Importing User Information for instructions.

User management templates can also be removed manually or by using an import.