Create User Preference Template

To create a user preferences template:

1. Select Administration | Project from the FootPrints Toolbar. The Project Administration page is displayed in the main frame.
2. Select User Preference Templates under the Roles heading in the main frame. The User Preference Templates page is displayed in the main frame.
3. Click the Add button Create/edit Templates section of the main frame. The Create New Template page is displayed in the main frame.
4. In the first section of the page, named Create New Template, enter a name for the template in the Template Name field.
5. In the Homepage List Preferences section, set the preferences for the list of Issues that is displayed in the main frame of the Project homepage. For a complete description of the options in this section, refer to the Homepage List Preferences topic.
6. In the Issues section, select the preferences for how Issues are displayed, whether spellchecking is enabled in the Description section of Issues, etc. For a complete description of the options in this section, refer to the Issue Preferences topic. The only exception is that the User Preference Template does not include the Quick Descriptions/Signatures option.
7. In the Security section, the security option restricts others from updating an agent's assigned Issues (for example, if the agent is away from his or her desk) by requiring a password.  If enabled, a password is required each time the agent creates or edits an Issue. Refer to Security Preferences for complete details.
8. In the FootPrints Sync section, specify whether the role(s) to which this template applies use the FootPrints Sync feature or one-way synchronization with Outlook. From the link, you can customize the FootPrints Sync options. Refer to Numara FootPrints Sync for complete details on the settings that apply to this feature.
9. In the Misc. section, choose whether to allow customers to initiate an Instant Talk session with the agent. It Instant Talk is set to Not Allow, the agents are still able to initiate Instant Talk sessions with one another.

Note

This option only applies if  Instant Talk is enabled.

10. When all options are set, enter the password in the Apply Changes section and click the GO button. This creates the template. The template has not yet been applied to any roles, however. To apply the template to a role, return to the User Preference Templates page. Refer to the Assign Template to Role topic for details.