Call Templates Tab

The Call Templates tabs on the Self Service Portal Role window enable you to assign access to selected call templates for a portal role.

Users with this role will then only be able to create calls on the Self Service Portal using the templates selected for their role.

Before you start

You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service Portal administration settings.

The Call Templates tab is enabled by selecting the Log Calls option on the Options tab.

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Self Service Portal. Select Self Service Portal Roles to open the window.

3. Select the New icon to create a new role, or the Action icon to update an existing role.

4. If you are creating a new role, enter the name in the Role Name field.

5. Select the Call Templates tab.

6. Select the Template Security option. This enables the two tables in this window.

7. If you do not select this checkbox, Users with this role will have access to all call templates.

8. To give the role access to a template, select it from the Select Call Template list, and then select Add. You can select more than one template using the Ctrl and Shift keys. To give the role access to all of the templates, select Add All. The templates to which Users with the role will have access are displayed in the Selected Call Templates list.

9. To remove access to a template, select it in the Selected Call Templates list and then select Remove. To remove access to all of the templates, select Remove All.

10. To remove a template, select . Select to remove all profiles from the Selected Templates list.

11. Select the Save icon to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.