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Overview of client templates

To simplify the configuration of Interaction Desktop and Interaction Connect, CIC provides the Client Templates feature. An authorized CIC client user creates Interaction Desktop or Interaction Connect templates in the appropriate client. Interaction Desktop and Interaction Connect templates are not interchangeable. Then, an administrator assigns the client templates to roles, workgroups, or users by publishing (applying) them in the Client Templates container.

Notes:
  • A user needs the Manage Client Templates and the Customize Client security rights to create or edit templates for other CIC client users. An administrator needs the Client Templates administrator access right to use Interaction Administrator to assign these templates to selected CIC client users.

  • The Client Templates feature is designed to enable the application of a template to a bulk set of users, roles, or workgroups which can be reset based on the user profile in I3\IC\ClientSettings.

  • If you change a template, you must republish (reapply) the template for the changes to take effect on the CIC clients.

Related Topics

Publish a client template

Assign security rights