Applying Templates to Single Accounts and Groups

Templates can be applied to a single account/computer or applied to a group of accounts/computers.

A template may be applied from Apply Template tabs located on the following pages:

• Management Dashboard under both the Accounts View and Group View tabs

• Manage Account page under the Computers tab.

• Computer page under the Software tab.

To apply a template to a single computer, perform the following steps.

1. At the Management Dashboard, display a partner’s accounts/computers by clicking the expand arrow to its left, as shown below.

    

   Open

   

   The account is displayed.

    

   Open

   

    

2.  Select the account to which you want to apply a template.
   The account page is displayed.
   
   

   Open

   

3. Click the Apply Template tab.
   The Apply Template pop-up is displayed.
   
   

   Open

   

4. Select the desired templates from the drop-down menus, and then click Apply.

   • If no templates are dislayed as in the above example, you must create the templates first. See About the Manage Templates Page.

   • If applying Preferences templates and/or Overage Alerts templates, the changes are applied to the selected Agent the next time the Agent checks in. Agents that are currently running check in every 15 minutes.

   • Note that a Pending status is displayed on the Computer section of the Manage Account page until the template is applied.

   • If applying Notifications templates, the Append pop-up is displayed, as shown below.
     
     

     Open

     

    

   • Append adds settings not already specified (good for modifying notifications settings).

   • Replace overwrites all settings with exactly what was chosen in the template (good for resetting or clearing notifications settings).

5. Click Append or Replace.
   The emails are added or replaced.

To apply a template to a computer group, perform the following steps.

1. At the Management Dashboard, select the Group View tab.
   The groups are displayed.
   
   

   Open

   

2. Click a specific group row to highlight it.
   The Apply Template tab is displayed, as shown below.
   
   

   Open

   

3. Click the Apply Template tab.
   The Apply Template pop-up is displayed.
   
   

   Open

   

4. Select the desired templates from the drop-down menus, and then click Apply.

   • If applying Preferences templates, the changes are applied to the selected Agent the next time the Agent checks in. Agents that are currently running check in every 15 minutes.

   • If applying Notifications templates, the Append pop-up is displayed, as shown below.
     
     

     Open

     

      

   • Append adds settings not already specified (good for modifying notifications settings).

   • Replace overwrites all settings with exactly what was chosen in the template (good for resetting or clearing notifications settings).

5. Optionally, click Append or Replace email addresses.