Templates (landlord only)

This section contains the following topics:

• Add a template
• Edit a template
• Delete a template

The Templates page appears as follows.

Overview

The self-service Provisioning Portal enabled for a new subscriber, presents a list of service package options that are provisioned in advance by the service provider. The service provider refers to these as templates.

These templates are labelled as service package options, for example, as Starter, Mid, Advanced and Pro. Each one has a set of selected services and features such as Telephone, Email, Chat, Callback, and Recording.

After the new subscriber selects the service package option, the fully automated tenant provisioning process creates the tenant based on the selected source tenant template. It then enables services and features according to the source template of the selected service package option.