This feature is exclusively available within the CoreView ONE solution.
User onboarding is an essential process that ensures new employees have access to necessary resources across the organization. The User Templates feature allows Tenant Admins to define all required user details in a single template and delegate user creation tasks to operators, streamlining this process.
You can find the User Templates functionality under “Settings > User templates”.
User management (Tenant Admins only)
Tenant Admins are responsible for creating templates based on the organization's requirements. This capability allows them to assign user creation tasks to operators, facilitating a smooth onboarding process while maintaining the necessary oversight for consistency.
If you are a Tenant Admin, refer to the following guides to learn how to create and assign user templates:
Template management
Delegated operators can create user accounts using the templates assigned to them. This process ensures efficient user configuration and uniformity in user details across the organization.
If you are a delegated operator, refer to the following guide to learn how to create a user using templates:
Video overview
Watch the video below for a quick overview of how to set up User Onboarding Templates, including how to create, assign, and utilize them for user creation. Make sure to turn on the sound for a clearer understanding.
The User Templates feature simplifies the onboarding process by allowing Tenant Admins to create comprehensive user profiles and delegate tasks to operators. This ensures that new employees receive consistent and accurate information while freeing up Tenant Admins to focus on other important responsibilities. By utilizing User Templates, organizations can enhance their onboarding efficiency and maintain a cohesive user management system.