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Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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User templates

User templates are used to create a standard set of settings which can then be used to create user accounts through auto provisioning or when users are manually created. An example of using an identity provider would be to use Active Directory Services to authenticate with Hornbill. When this authentication happens, if a user account does not exist in Hornbill it will be automatically created using this template.

Basic Information

  • Template Name
    More than one template can be created. This will allow you to identify this particular template within the list of templates. When manually adding new users, these template names can be seen under the Create New User button.
  • Type
    Select if the new account will be a Basic or full User account

Location

  • Site
    Select the Site where the user will be located
  • Country
    The country where the user is located

Regional Settings

  • Language
    This will set the language for the user. The language set against the user will determine the language that is presented to them.
  • Timezone
    This will set the timezone that the user resides in. This will ensure that date/time information presented to them is displayed using their time.
  • Date/Time Format
    Set the format for how date/time information will be presented to the user
  • Date Format
    Set the format for how date information will be presented to the user
  • Time Format
    Set the format for how time information will be presented to the user

Security Settings

  • Roles
    Select the roles to be automatically assigned to the account on creation.
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