A settings template is a collection of custom settings for a location or a service (meeting, messaging, calling, or vidcast). Settings templates help to simplify the onboarding and management of users in your organization.

Use a predefined template
1

Sign in to Control Hub, then under Services, select a service.

To apply a predefined template to your entire organization, under Management, select Organization settings.

2

Under Templates, select Create template.

3

Select Use a predefined template.

Predefined templates are only visible to customers that have chosen Education as their business vertical. Templates for other business verticals will be available in the future.

4

Select a predefined template for Students or for Teachers, then click Next.

  • Students—Allows all internal meeting features except for in-meeting chat, take presenter, and cloud and local recordings. To prevent non-classroom meetings, this template blocks all external meeting features.
  • Teachers—Allows all internal and external meeting features, except for local recordings, for virtual classroom management with unlimited parent or guardian communication.
5

Give your template a name and an optional description.

6

Make any changes you want to the settings for Meetings, Messaging, Calling, or Vidcast, then click Create template and next.

7

Apply the template to groups or locations.

8

Click Done.

Apply a template to groups or locations
1

Sign in to Control Hub, then under Services, select a service.

2

Click Templates.

3

Select the template you want to apply to groups or locations, then select Apply template from the Actions menu.

4

Apply the template to groups or locations.

When you apply a template to a group or location that was already using a template, the new template settings overwrite the old.

5

Click Done.

Duplicate a template
1

Sign in to Control Hub, then under Services, select a service.

2

Click Templates.

3

Select the template you want to duplicate, then select Duplicate from the Actions menu.

4

Give your template a name and an optional description.

5

Select the settings you want for Meetings, Messaging, Calling, or Vidcast, then click Create template and next.

6

Apply the template to groups or locations.

7

Click Done.

Delete a template
1

Sign in to Control Hub, then under Services, select a service.

2

Click Templates.

3

Select the template you want to delete, then select Delete from the Actions menu.

4

Check I understand that deleting a template is permanent and can't be undone, then click Delete.