Delegate user creation

As a Tenant Admin, you can delegate user creation to operators by assigning User Templates, which facilitates a more effective and controlled onboarding process. This article provides a step-by-step guide for Tenant Admins on how to assign templates to operators, ensuring a clear and efficient onboarding experience.

Assigning user templates

Step 1: Create or edit permission set

Navigate to “Settings > Permissions”. Here, you can either create a new permission set or select an existing one to edit.

This will open the “Manage permission” wizard. 

Step 2: Assign template to permission set

Within the permissions wizard, locate the “User templates” section. This is where you can assign the appropriate user template to the designated operator.

Step 3: Review assigned operator

In the “Operators” section, confirm that the desired operator(s) have been assigned the necessary permission set to access the selected templates. Once you have reviewed the assignments, click “Submit” to confirm the changes.

By properly assigning user templates, Tenant Admins can streamline the onboarding process while maintaining control over user creation details. This practice ensures that the onboarding output is consistent, efficient, and aligned with organizational needs.