Create a user template
Create a templates for SSO automatic user account creation.
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Create a templates for SSO automatic user account creation.
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User permission: Administration > Users
Templates are used alongside the User account creation feature in the Single sign-on (SSO) settings on the Configuration page. You must create the template first, so it is available for selection from the list in the SSO settings. Phocas then applies that template when it automatically creates new user accounts.
A user template is an account that is set up in a specific way. It is not a user account, as it does not correspond to a physical user, and it does not count toward the number of licenses in use. A template contains the same details that would be applied to a new user account if you cloned an existing user account, which can include: Language, Time zone, Phone, Mobile, Home, Group, Territory, Team, License, Folder Permissions, Database Permissions, and Favorites.
Add a new user account or clone an existing account for the sole purpose of creating a template and set up the account as required. At the bottom of the User tab, in the Use as a template... setting, select Yes and click Save.
When you convert a user account into a template, that user account no longer exists as a user account. It becomes a template account. This method is not recommended because it poses a risk of losing a legitimate user account. However, it is possible to switch back and forth from a user account to a user template.
Open the user account and edit the account setup as required. Then, at the bottom of the User tab, in the Use as a template... setting, select Yes and click Save (see image above).
If you create multiple templates in Phocas, you can set up your identity provider (IdP) to determine which of those templates is used when each new user account is automatically created in Phocas. This is an advanced task carried out by your IdP administrator. Learn more about IdPs and automatic user account creation on the Set up single sign-on (SSO) page.
