# Configuring User Roles

## Overview

User roles connect users with templates. For example, after creating a User and Service Template for your accounting department, you can then create a role called "Accounting." Whenever you add a user for this department, simply select the "Accounting" role in order to associate the user with the template.

NOTE: For networks that include various product interfaces for managing users and services, the Flow Through Provisioning solution allows the administrator to configure and manage users, phone and MiCollab services from a single location. See Adding Users and Services for more information.

## Conditions

- A user role can be associated with only one template; however, a template can be associated with multiple roles.

- Users in the same role can have different services - multiple services can be associated with the same user.

- In a network of mixed releases, templates and user roles are shared. However, only roles associated with the Default or a pre-Release 7.0 template will be shared with the pre-Release 7.0 systems.

## Programming

### Adding a User Role

To add a user role:

1. Go to the User Roles form.

2. Click Add.

3. Enter a Role Name.

4. From the Template dropdown, do one of the following:

- Select an existing template.

- Select New Template to create a new User and Service Template with default settings and the same name as the role. See Changing a User and Device Template.

5. (Optional) Enter a Note.

6. Click Save.

### Changing a User Role

To change a user role:

1. Go to the User Roles form.

2. Select a user role by clicking the appropriate row in the User Roles list.

3. Click Change. A detailed User Role dialog appears.

4. Modify the necessary field(s).

5. Click Save.

### Deleting a User Role

To delete a user role:

1. Go to the User Roles form.

2. Select a user role by clicking the appropriate row in the Key Templates list.

3. Click Delete.

4. Click OK.

Related Topics

- Configuring Key Templates

- Configuring User and Service Templates