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Publish a client template

You can publish a client template to make it available to roles, workgroups, or user.

To publish a client template to roles, workgroups, or users

  1. In the People container, open the Client Templates subcontainer.  
    The Client Templates page appears.

  2. Under Select template targets, do one of the following:

    • Click Select Users to select the users who should receive the template.

    • Click Select Roles to select the roles that should receive the template. All the users that have the roles that you select will receive the template.

    • Click Select Workgroups to select the workgroups that should receive the template. All the users in the workgroups that you select will receive the template.

  3. Select the appropriate application from the Application drop-down list.

    Note: You can search for templates by name and by application. Interaction Desktop and Interaction Connect templates are not interchangeable. The template application type must match the user's CIC client.

  4. Under Select a template to apply, click the template that you want to publish. The following predefined templates are available:

    These pre-defined Interaction Desktop templates are available:

    • All Channel Agent. This template provides all available channels to the agent.

    • Basic Chat Agent. This template enables the agent to participate in online chat sessions.

    • Basic Email Agent. This template enables the agent to send and receive emails.

    • Basic Email Agent with preview. This template enables the agent to send and receive emails and to preview incoming calls.

    • Default template. This is the standard template that is automatically assigned to all new users.

    • Default ICM. Not used.

    • Multi-Channel Agent: This template enables the agent to use chats and emails.

  5. Click Apply Template.

  6. Click Reset. You can now apply another template if necessary.

Related topics

Overview of client templates