Configure settings templates in Control Hub

Settings template overview

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

You can create a template by following the Create template workflow (see Create a general template or Create a template for a service), or you can copy an existing template and edit it. You can also delete unnecessary templates by selecting a template, then choosing Delete from the Actions drop-down menu.

AI Assistant settings across services, including Calling, Messaging, and Meetings, are configured in the general template.

Types of settings templates

Settings templates are of the following types:

General template that uses settings applied across services, such as Messaging and Meetings.
Messaging
Meeting
Calling
Vidcast

You can create up to 50 templates of the same type for an organization.

The setting templates are available under Management > Organisation settings > Template > Create template.

AI assistant setting templates

Assign a settings template to groups or locations

A settings template can be assigned to multiple groups or locations. When a settings template is assigned to groups or locations, all users of each group or location inherit the value that is specified in the settings template (unless there is a user override, as discussed in the 'User override' section). A group or location can have only one settings template of any given type. For more information, see Apply a settings template to a group of users or a location.

User override

You can override the specific settings at the user level. That particular setting follows the setting value at the user level, whereas the rest of the settings in that service continue to follow the template. For example, if the administrator enables in-meeting chat at the user level, then while in-meeting chat honors the user-level value, the rest of the settings in the meeting template continue to honor the values inherited from the group’s meeting settings template.

In general, the following is the hierarchy around setting assignments:

Organization Setting > Group level setting via templates > User overrides

User-level overrides for AI Assistant settings can be configured from the AI tab in the user details page in Control Hub.

Sign in to Control Hub.
Go to Management > Users and select a user.
Go to the AI tab and enable the required options.
Click Save.

Conflict resolution

You can add a user to multiple groups. When you add a user to two or more groups with templates assigned, Control Hub utilizes a template ranking to identify which template’s setting values is applied to the user. Templates with smaller number are ranked higher and get higher priority. For example, rank 1 is higher than rank 2, and so on. Typically, you place the most restrictive template at higher rank so that it is applied in case of a conflict.

You can only rank templates when there are 50 or fewer.

Apply a settings template to a group of users or a location

Here are some key behavioral attributes of preferences when you apply a settings template to a group or location:

The settings template applies to the users based on the following hierarchy:Organization Setting > Group Setting via Settings Template > User Override.
If a user belongs to two groups, then the user receives the template that has the higher rank. Template ranking is evaluated for each settings template type: meeting, messaging, and calling. See each feature template topic for more information on ranking.

You can only rank templates when there are 50 or fewer.
A user or workspace can only be assigned to one location.
If a user is removed from a group, the user loses the settings template of the group from which they were removed. If they were added to a group, they acquire the template from the new group to which they were added.
In general, any changes that are made to the user’s settings at the organization level, using settings templates or user overrides, can take up to 8 hours to apply to the user.

See Create a general template or Create a template for a service for instructions on how to apply a new template to a group or location. You can also select an existing template and apply it to a group or location as follows:

Sign in to Control Hub.
Under Management, select Organization settings.
Click the Templates tab.
Select a template, then select Apply template from the Actions drop-down menu.

Create a template for your organization

1	Sign in to Control Hub
2	Under Management, select Organization Settings.
3	Click the Templates tab.
4	Click Create template and add a name and description, or if you're editing an existing template, select it in the list.
5	Choose Calling AI features that are available. Calling AI features allow users to interact with AI Assistant during calls and generate insights, such as summaries and transcripts, which can also serve as search sources for AI responses. This applies to all current and future Calling AI features. i Calling AI features are not available for users in India locations. These settings are visible in templates and can be enabled, but they don’t apply to users who are in India locations. At the user level, these settings are hidden for users in India. Enable AI assistant in Calling—Make AI Assistant available in Webex calls for the organization. Show visual notifications— If turned on, users can see visual notifications. Play audio notifications for Internal calls—You can manage and control the audio and video notifications that are sent when AI Assistant is turned on for internal calls. Play audio notifications for External calls—You can manage and control the audio and video notifications that are sent when AI Assistant is turned on for external calls. Enable post call summaries and transcripts —If your users want to catch up on any call, the AI Assistant can help by summarizing the entire call from their call history. The post-call summary and transcript are stored in the storage region configured for their location. Share a summary for transferred or conference calls—If turned on, AI Assistant creates a short summary of the ongoing call so far, and shares it with the recipient on call transfer or conference. Caller intent—If turned on, the recipient of the call transfer or conference is able to view the caller's intent and a short summary of the call before answering the call. Intent and share summaries are generated in the language spoken by the user who initiates the sharing. For example, if Alice and Bob are communicating in English and Alice adds Charlie to the call, the summaries will be generated in English, regardless of Charlie’s Webex App language settings. Shared summaries are stored only for 24 hours and then deleted. Ask AI Assistant for Calling tab—Allow users to ask AI Assistant questions about the call, users, contacts, dates or any topic discussed in your current or previous calls and meetings. Allow Calling AI Assistant to search Calling sources—Allows the AI Assistant to search Calling summaries and transcripts.
6	In the Messaging AI Features section, turn AI Assistant options on or off: Ask AI Assistant for Messaging tab—Users can get answers to work-related questions from the AI Assistant panel when they're on the Messaging tab. For more information, see Webex App \| Conversational search: Ask AI Assistant for Messaging. Space summaries—Allow users to summarize threads in a space within a given timeframe, such as a day or a week. For more information, see Webex App \| Generate space summaries and Webex App \| Summarize your message threads. Rewrite message—Help users enhance and improve their communication in Webex App. AI Assistant can fix mistakes and adapt the style, tone, and content to help users communicate faster and more effectively. For more information, see Webex App \| Rewrite your messages with AI Assistant. Message translation—Allow users to enable their target language in their settings, and translate individual messages or all messages in spaces in real time. For more information, see Webex App \| Translate messages in a space.
7	In the Meetings section, turn AI Assistant and AI features on or off. For internal or external meetings: Enable AI Assistant in meeting—Users can get answers to not only ongoing meeting questions, but also any work-related questions, directly within the AI Assistant panel when they're in a meeting. To enable Meetings content as search sources for AI responses, see the AI Assistant search sources section. For more information, see Cisco AI Assistant in meetings. For internal meetings only: Auto-detect spoken language—The language spoken in meetings is automatically detected. The transcript shows all spoken languages. For more information, see Auto-detect spoken language. AI Assistant while recording a meeting—For internal meetings only, you can turn on AI Assistant whenever recording is turned on. When turned on, this feature applies both when the recording is started, or when the meeting organizer turns on automatic recording when scheduling the meeting. Audio announcement for AI Assistant—For internal meetings only, you can turn off the audio announcement that plays when AI Assistant is starting or restarting. This does not affect the visual notification that AI Assistant is starting. PSTN devices will always receive audio announcements. Customize post-meetings AI features Save all content after a meeting and make it available only to the host—Choose which AI-generated content is available to the hosts after a meeting. The host can then share it with others according to their sharing policy settings. Summaries (including Meeting Notes and Action Items) Transcripts Meeting messages Ask AI Assistant for Meetings tab—Users can get answers to work-related questions directly within the AI Assistant panel when they're on the Meetings tab. To enable Meetings content as search sources for AI responses, see the AI Assistant search sources section.
8	In the General AI Settings section, turn on the AI settings Ask AI Assistant for other Webex App tabs–Users can get answers to work-related questions directly within the AI Assistant panel when they're in other tabs, such as Slido, Vidcast, and others. Allow AI Assistant to search within selected sources When this is turned on, configure the specific internal and external sources you want to search. AI Assistant integrates with third-party apps, such as Glean, Amazon Q, or Microsoft, to search for information in applications outside of Webex from within Ask AI Assistant. In order for these to work in Webex App, you must first set up AI integrations. Under Internal sources, turn on the internal content AI Assistant can access to provide answers to user questions. Meetings—Allows the AI Assistant to search content from meeting transcripts, summaries, recordings, and messages. Under External sources, turn on the external third-party content the AI Assistant can access to provide answers to user questions. Amazon Q—Allows the AI Assistant to search content available through Amazon Q. Glean—Allows the AI Assistant to search content available through Glean. Enabling this requires your users to have a valid Glean license. Microsoft SharePoint OneDrive Copilot Connector Enjoy complimentary use of external search sources for a limited time—pricing and terms are subject to change.
9	Automate your workflows with AI Assistant.
10	Personal insights—Users can learn more about their collaboration habits and set goals that help them build stronger connections, make the most of their time, and create a more inclusive workplace. For more information, see Webex App \| Personal insights.
11	Virtual background—You can enforce virtual backgrounds for internal and external meetings.
12	Digital whiteboard—Turn on Allow whiteboarding to enable whiteboards for users in Webex App. Check Show "Whiteboards" in Webex App sidebar to show the Whiteboards tab in Webex App.
13	Discover Webex devices—Webex devices emit ultrasound signals that Webex App can hear through the device's microphone. When listening for ultrasound, devices can either automatically or manually connect. Cisco doesn't keep audio data from ultrasound detection. For more information, see Manage discovery of nearby Webex devices.
14	Click Create template and next
15	Assign the template to groups or locations by typing the group or location name to which you want to apply the template. Matches are shown in a drop-down list. Select the group or location you want. The template is automatically applied to this group or location.
16	Click Done.

What to do next

You can modify this template at any time by selecting it in the list of templates.

You can also apply the template to groups or locations, duplicate the template, or delete it by selecting the Actions drop-down menu.

Meeting settings templates

You can use meeting settings templates to assign meeting settings to a group of users, including users in a particular location. Settings templates are similar in usage to a session type, and are the future alternative to session types. Meeting templates are a fast and easy alternative to using session types or CSV files for bulk user management.

You can create up to 50 templates of the same type for an organization.

If you apply a meeting template to a group, each user in the group inherits the template values.

Meeting settings templates have the following special properties, apart from the common behaviors of the settings template:

Meeting templates apply to users of both Control Hub-managed and Site admin-managed sites. Settings templates require user accounts to be linked to Control Hub and Webex Identity.
Settings that are part of the settings template apply to all sites in the organization.
Settings template values apply to both the meeting host and attendees.
You can use settings templates to apply settings to internal or external meetings. External meetings are hosted on sites outside of your organization.

The Override participant settings when hosting setting in meeting templates applies only to internal meetings.

The following is the hierarchy to process meeting settings:

Group-based meeting template < User override or site restrictions

Site and session type restrictions are still honored, although a settings template is applied to a group. In case the site has a certain feature set to FALSE, users can't use that feature even if they had a settings template with the feature set to TRUE.

For example, a user is part of Group A with in-meeting chat ENABLED. If the user is in sites A and B and site A has in-meeting chat ENABLED while site B has in-meeting chat DISABLED, when the user hosts the meeting on site A, the user will have the chat option. When the user hosts a meeting on site B, the user won’t have the chat option.

If you apply a session type, settings that are common between the settings template and the session type observe the previously described hierarchy. The most restrictive of the options take precedence. However, the session type determines the value for settings that exist only in the session type. Similarly, any setting that only exists in the settings template acquires its value from the settings template (with any overrides on the user level, if applied).

The following is the hierarchy of settings application, including session type restrictions to facilitate the migration of customers out of session types:

Group-based meeting template < User override or site restrictions or session type restrictions

Site restriction, session type restrictions, and user override are at the same level, and the most restrictive rule is applied. If any of the restrictions are false, the client is restricted from joining a meeting.

Internal meeting policy and restrictions

Internal meeting policy allows the admin to decide whether users of their organization can have external users attend meetings conducted on their site. An admin can decide whether external meetings are completely blocked, or if they are open to users in specific external domains. In addition, the meeting settings described in the following sections apply when the users of the organization host or attend meetings on their internal sites.

External meeting policy

Collaboration restrictions or external meeting policies allow you to decide whether users of your organization can attend meetings in sites external to their organization. In addition, you can also specify what features the users can use using the external settings listed in the template. To learn more, see Collaboration restrictions for Webex Meetings in Control Hub.

Create a meeting template

The following pre-meeting policies are supported:

Require authenticated sign-in when joining a meeting
Allow Bring your own device (BYOD) in Control Hub
- If a guest is using a company device with their Organization ID installed on it, they can start or join a meeting from that device.
Internal and external meeting join policies for allowed email domains

Allowing or blocking in-meeting features with templates is only available with Enterprise subscriptions for Webex Meetings.

Go to Services > Meeting > Templates.

Click Create template.

If Education is your business vertical, you can apply predefined templates with custom settings for students or teachers.

In the General section, enter the template name and description.

In the Persistent space meetings section, turn on Allow persistent meetings for spaces

In the Automatically share meeting content section, choose if users can set up automatic sharing of their meeting content in user hub. When settings are off, users won't see the settings in user hub.

Allow users to automatically share meeting content with invitees
Allow users to automatically share meeting content with their delegates

For the Meetings section, choose the settings for Internal and External meetings: in the Internal, select one of the following settings:

In the Internal section, select one of the following settings:
- Allow all external users—Select this option if you want your external users to join meetings in your organization.
- Allow external users with approved email domains—Select this option if you want your external users to join your organization's meetings only through approved emails.
- Block external users with selected email domains—Select this option to prevent users with specified email domains from joining meetings hosted by your organization.
  This feature is available on our Webex Suite meeting platform.
- Block all external users—Select this option if you want to block your external users from joining meetings in your organization.
In the External section, select one of the following settings:
- Allow all external sites—Users are allowed to join all external meetings.
- Allow approved external sites—Users can only join external meetings from approved Webex sites.
- Block selected external sites—Users are prevented from joining external meetings hosted on Webex sites that you choose to block.
  This feature is available on our Webex Suite meeting platform.
- Block all external sites—Users aren't allowed to join external meetings from any Webex site.

In the Breakout sessions section, enable or disable this setting for internal and external meetings.

Broadcast messages—Allows a meeting host to broadcast a written message to participants in one or all breakout sessions. This is available on the Webex Suite meeting platform.

In the Collaboration tools section, enable or disable the following settings for internal and external meetings.

Setting	Description	Available on the Webex Suite meeting platform?
Annotation	If you are a restricted user and annotation is disabled, others can't annotate your sharing. Annotation is blocked for you. When others are sharing, you can view what's being shared, but you can't annotate. If the restricted user is the meeting host, then nobody in the meeting can annotate.	Yes
Polling	If disabled, the restricted user can't use the polling feature.	No
Q&A	If disabled, the restricted user can't use the Q&A feature.	No

In the In meeting section, enable or disable the following settings for internal and external meetings.

This isn't available for Webex Free plans.
If the restricted user is the meeting host, then some features are disabled for all users in the meeting, except for as noted in the following table.

Setting	Description	Available on the Webex Suite meeting platform?
Chat	If disabled, the restricted user can't send or receive chat messages.	Yes
Automated closed captioning	If disabled, the restricted user can't use real-time automated closed captioning feature.	Yes
Manual closed captioning	If disabled, the restricted user can't use the CART manual closed captioning feature.	Yes
File transfer	If disabled, the restricted user can't share files, and can't view or download shared files.	Yes
Participant list	If disabled, the restricted user can't view the participant list.	Yes
Take presenter	If disabled, users can't take the presenter role. This only applies to the host. When the restricted user is a participant, the Take presenter feature is enabled.	Yes
Notes	If disabled, the restricted user can't use the Notes feature.	No
Highlights and voice commands	If disabled, Highlights and voice commands are not available in the meeting. This only applies to the host.
Captions panel	If disabled, captions panel isn't available in the meeting.

In the Recording section, enable or disable the following settings for internal and external meetings.

Setting	Description	Available on the Webex Suite meeting platform?
Cloud recording	If disabled, the restricted user can't record a meeting to the cloud.	Yes
Local recording	If disabled, the restricted user can't record a meeting to their local computer.	Yes

In the Remote Control section, enable or disable the following settings for internal and external meetings. If Turn on remote control is toggled off, all types of sharing are disabled. If Turn on remote control is toggled on, check or uncheck the box next to each type of remote control.

Setting	Description	Available on the Webex Suite meeting platform?
Application remote control	If unchecked, the restricted user can't remotely control another user's application.	No
Desktop remote control	If unchecked, the restricted user can't remotely control another user's desktop.	Yes
Web browser remote control	If unchecked, the restricted user can't remotely control another user's web browser.	No

In the Sharing section, enable or disable the following settings for internal and external meetings. If Sharing is turned off, all types of sharing are disabled. If Sharing is turned on, check or uncheck the box next to each type of sharing.

Setting	Description	Available on the Webex Suite meeting platform?
Application sharing	If unchecked, the restricted user can't share an application.	Yes
Desktop sharing	If unchecked, the restricted user can't share their desktop.	Yes
File sharing	If unchecked, the restricted user can't share files. For organizations not yet on the Webex Suite meeting platform, enabling either File sharing or Whiteboard sharing will grant users access to both features.	Yes
Web browser sharing	If unchecked, the restricted user can't share their web browser, but they can view others' shared web browsers.	No
Whiteboard sharing	If unchecked, the restricted user can't share the whiteboard. If checked, the user can share the whiteboard, and you can also turn on Show existing whiteboards to allow users to share existing whiteboards in meetings. If this setting is unchecked, users cannot see existing whiteboards and can only start a new whiteboard and share it in the meeting. For organizations not yet on the Webex Suite meeting platform, enabling either File sharing or Whiteboard sharing will grant users access to both features. If external users, such as customers or guests, are in an internal meeting, and an internal user shares a whiteboard, you can prevent the external user from saving or sharing the whiteboard by turning off the following settings: Allow external participants to share whiteboards—Host only—When turned off, external users cannot share a whiteboard. This applies to external participants using any version of Webex App. Allow external users to download a whiteboard as PDF—When turned off, external users cannot download a whiteboard as a PDF. This applies only to external participants using Webex App version 45.12 or higher. External participants on earlier versions of Webex App will still be able to download a whiteboard as a PDF.	Yes
Camera sharing	If unchecked, the restricted user can't share video from their camera.	Yes

In the Telephony section, you can enable or disable the following settings for internal meetings only. With the exception of VoIP, these settings are not applicable to external meetings.

Call in

This only applies to the host. When the restricted user is a participant, the Call in feature is enabled.
- Toll—If selected, only allow incoming toll calls.
- Toll and toll free—If selected, allow incoming calls to be either toll or toll-free.
- Global call in—If selected, allows a local phone number to call in to Webex meetings. The local numbers that are available depend on how your Webex site is configured.
- Calling Line Identification (CLI)—If selected, provides additional security for your meetings. CLI is a form of caller ID that sends a caller's phone number to the system before the call is answered. For more information, see Enable CLI Authentication for Webex Meetings, Webinars, and Training.
  - Check Use authentication PIN if you want to require a PIN when using CLI.
Call back—If turned on, these options apply only to the host. If the restricted user is a participant, the Call back feature is enabled.
If Call back is turned on, you can check the box next to Global call back. If this option is checked, all attendees will be prompted to enter their phone numbers after they join the meeting, and Webex calls back each attendee to connect them to the meeting.
VoIP—If turned off, VoIP (computer audio) access is blocked.
If the host is blocked from using VoIP, the participants won’t be affected. VoIP features during the meeting can be freely accessed by participants, if they are individually allowed to use VoIP based on their organizational policies.
Other teleconference service (host only)—If turned off, the host can't use a third-party teleconference service.

In the Video section, you can enable or disable the following settings for internal or external meetings. If Enable video is turned on, you can check the boxes next to the types of video you want to be available to meeting attendees:

Standard definition—360p video.
High definition—720p video.
Default layout resolution—If your administrator has turned on this feature, you can select the maximum resolution, up to 4K Ultra HD (2160p), that Webex App displays during internal meetings.

In the Recording downloads section, you can enable or disable users from downloading recordings. Toggle Prevent recordings download on to stop users from downloading recordings. This is the default setting.

Hosts can override this default setting and enable downloading of recordings if required.

This feature is only applicable to MP4 recordings.

In the Recording links section, you can enable or disable public sharing of recording links.

Toggle Allow public recording link on to share recording links with anyone. If toggled off, recording links are private. This means only people within your organization can view recordings. This is the default setting.

Hosts can override this default setting and allow public sharing of recording links if required.

This feature is only applicable to MP4 recordings.

In the Recording link expiration section, you can set and customize the expiration time for public recording links.

Toggle Customize recording link expiration time on to allow setting and customizing the expiration time for recording links.

Your retention policy sets a default expiration period for recording links. But, the custom expiration time does not have to match with the duration specified in the retention policy. This means you can adjust the default setting and customize the expiration time of recording links to suit specific needs.

Compliance officers and administrators can access recordings even if the links are set to expire after a certain period.

This feature doesn’t apply to recordings shared with users from the same site, uploaded recordings, recordings in Webex App, Webex Events, Webex Training, Webex Support, old recordings in Webex Meetings for mobile platforms, and old recording formats (such as ARF).

Contact Cisco support for assistance if you would like to use this feature.

In the Attendee consent requirement section, turn on Explicit consent for org users to prompt all meeting attendees to give explicit consent before recording their meetings, saving transcripts, or accessing the AI Assistant. For more information, see Require explicit consent before meeting attendees are recorded.

In the Settings override section, turn on Override participant settings when hosting if you want all participants to have the same settings as the host.

This applies only to internal meetings.

Click Create template and next.

Search for and select groups or locations for this template.

Click Done.

To reorder the rank of your meeting template, click Rank in the Templates tab.

A user can inherit different templates from multiple groups. You can rank the templates in order of priority. Templates with smaller number are ranked higher and get higher priority.

In the Rank templates page, you can reorder the available templates by dragging and dropping them, then clicking Save.

What to do next

To delete your template, click the template and select Delete from the Actions drop-down menu. In the Delete template page, check the box informing you that deleting a template is permanent, then click Delete.

To modify the template, select it, make your modifications, then click Save.

Create a messaging template

1	Sign in to Control Hub
2	Under Services, select Messaging, then click Templates.
3	Click Create template. If Education is your business vertical, you can apply predefined templates to allow custom settings for students or teachers.
4	In the General section, enter a Template name and description.
5	In the Collaboration Restrictions section, check the settings you want to disable: Block file preview and download on: Webex web client iOS and Android app Mac and Windows app Bots Block file upload on: Webex web client iOS and Android app Mac and Windows app Bots Allow file preview, download, and upload for Whiteboards and Annotations: to preview, download, and upload files for Whiteboards and Annotations. Allow sharing animated GIFs: to allow users to share animated GIFs using the GIPHY library. Allow Bitmoji sticker sharing: to allow users to share Bitmoji stickers while messaging each other in the app. Allow previewing shared links: to allow users to preview shared links.
6	Click Create template and next.
7	Search for and select a group to whom you want to apply this template.
8	Click Done.
9	To reorder the rank of your messaging template, click Rank in the Templates tab. A user can inherit different templates from multiple groups. You can rank the templates in order of priority. Templates with smaller number are ranked higher and get higher priority.
10	In the Rank templates page, you can reorder the available templates by dragging and dropping and then clicking Save. To delete a template, select the template, then click Delete from the Actions drop-down list. In the Delete template page, check the check box telling you that deleting a template is permanent, then click Delete. To modify a template, select it and toggle options on or off. Click Save.

Create a calling template

You can create the following types of Calling templates as follow:

User—This template includes settings related to users' voicemail, announcement language, caller ID, and music on hold.
Webex App—This template includes settings related to In-call features such as give or take remote control, screen sharing, call recording, video, Microsoft Teams integration, and calling behavior.

You can also modify the existing settings of the template, assign ranks to the templates, or delete a template.

1	Sign in to Control Hub.
2	Under Services, select Calling > Settings > Templates. The list of User templates and Webex App templates are displayed under the respective tabs.
3	To edit an existing calling template, click on User or Webex App tab. Click on the template that you want to edit. Edit the settings and click Save. The template setting updates can take up to eight hours.
4	To reorder the rank of your calling template, click Rank in the Templates tab. A user can inherit different templates from multiple groups. You can rank the templates in order of priority. Templates with a smaller number are ranked higher and get higher priority.
5	In the Rank templates page, you can reorder the available templates by dragging and dropping and then clicking Save.
6	To delete your template, click the template and select Delete from the Actions drop-down list. In the Delete templatepage, check the box to confirm you understand that deleting a template is permanent, then click Delete.
7	To modify the template, click on it and modify the toggles. Click Save.

Create calling template of Application type

1	Sign in to Control Hub.
2	Under Services, select Calling > Settings > Templates. The list of User templates and Webex App templates are displayed under respective tabs.
3	Click Webex App > Create Template.
4	In the In-call feature access section, turn on or off the following features: Sharing content Request remote control—Allows users to request and gain control of others' shared content. Give remote control—Allows other users to take control of this user’s shared content. This is turned ON by default. Screen sharing—Allows sharing the screen at the user level. Video Video on desktop—Allows support for video calling for desktop users, as well as setting the default for answering calls with video on. Answer calls with video on—Automatically initiates the calls with video on. By default, this is turned on. Video on mobile—Allows support for video calling for mobile users, as well as setting the default for answering calls with video on. Answer calls with video on—Automatically initiates the calls with video on. By default, this is turned on. Additional Features Move calls to meetings on desktop app—Allows users to move an active phone call and all the participants to a full-featured Webex Meeting. Enable conference calling on desktop app—Allow users to add multiple people to a call. Display call recording indicator for automatic recording—Displays a visual indication to inform all participants in the meeting that the call is being recorded. Display calling dock—Provides access to a separate window to manage all phone calls. For multi-line users only—Includes shared lines, virtual lines, and executive assistant lines. For all users—Provides access to all users. The subcontrols are hidden if Display calling dock is turned OFF.
5	In Microsoft Teams integration, turn on the Optimize Webex app for Microsoft Teams experience field to get simplified call settings, ability to mute Webex calls and set to MS teams as default app for calling dock. Turn on Hide Webex windows field. Webex continues to run but its windows will be closed by default. Users can still access Webex from the system tray on Windows or the Menu Bar on Mac.
6	In the Calling Behavior section, set the following calling behavior options for Unified CM Users: Select Use the email domain of the user check box to apply your organization's domain (default option) to all Unified CM users in Webex App Select the Use UC Manager Profile for calling check box and choose a created UC Manager profile from the dropdown. Select the Open Cisco Jabber from the Webex app check box if the organization uses the Jabber app for calling. Unified CM users can make calls directly in Cisco Jabber or through Webex. When users make a call in the Webex App, the Cisco Jabber app opens and is used to make the call. If you uncheck this check box, the calling behavior defaults to Use the email domain of the user.
7	An emergency call disclaimer is shown in Webex App, advising users about importance of accurate location details in directing emergency calls and limitations of Webex App in providing such details. As an administrator, you can customize the disclaimer settings for your customers. In the Emergency call disclaimer section, enter the Header text and Disclaimer text you want to display. When this template is applied to a group of users or a location, it overrides the following: The system-level default emergency disclaimer displayed the first time a user logs into Webex App. An emergency call disclaimer configured in Partner Hub. In the Devices section, configure which devices show the emergency call disclaimer: Turn on the toggles for the devices where you want to show the emergency call disclaimer. Select whether you want to show the emergency call disclaimer the first time the user signs in (Display at first sign in) or every time the user signs in (Display at every sign in). The default is Display at first sign in.
8	Click Create template and next.
9	Search and select a group or location for this template in the search box.
10	Click Done.

Create a Calling template of user type

1	Sign in to Control Hub.
2	Under Services, select Calling > Settings > Templates. You can view the list of User templates and Application templates under the respective tabs.
3	To create a user template, click User > Create template.
4	In the General section, enter a Template name and Description.
5	In Caller ID section, choose which External Caller ID Phone Number needs to display for this user to select when they make an outgoing call. You can select a Direct line (user's phone number), Location number, or custom number to display as external caller ID. For more details, see Specify caller ID options for users and workspaces.
6	Turn on the Voicemail toggle.
7	Go to Send calls to voicemail section and choose from any of the following options: Send all calls to voicemail—This option forwards all calls to voicemail. Send calls to voicemail during a busy line—This option forwards calls to voicemail when the user is already on a call. Select the check box and choose to set up either default greeting or custom greeting. Send calls to voicemail when unanswered—This option forwards incoming calls to voicemail after a specified number of rings. Select the check box and the number of rings before playing the greetings from the drop-down list. You can choose to set up either a default greeting or a custom greeting. To set the default greetings, select the Default "busy" message option. To set your own custom personalized greetings, select the Custom message option and click Upload File to upload your audio (WAV) file or click the Record Message to record the message. Once you've uploaded the file or recorded the greetings, you can update it by selecting Replace File or recording another message. Recording a new message or uploading a new file overrides the previous greetings. The audio (WAV) file must be 8Khz, 8-bit mono, CCITT µ-law, 2MB max, .wav file format. If you select Send all calls to voicemail, you can’t select the other two options. You can choose to direct to voicemail with both Send calls to voicemail during a busy line and Send calls to voicemail when unaswered options are selected together.
8	In Additional settings, Select Transfer on ‘0’ to another line check-box and enter a phone number on which the call should transfer on pressing 0. Don’t enter a reserved number (Chargeable Directory Assist, International, Special, or Premium number) of any country as your transfer number. See this article to check list of reserved numbers Dial plans by country. Select Email a copy of voicemail messages check box. When a user receives a voicemail message, a copy of the voicemail message is sent to the user’s email address.
9	Turn on Receive notification of any new voice messages toggle to send notifications to users for new voicemails.
10	Turn on Receive fax messages toggle to enable users to receive fax messages.
11	In Music on Hold section, turn on Play music when a call is places on hold toggle. Select Music on Hold source as Play default music or Play custom music. If you have selected Play custom music option, click Select music to select a `.wav` file for music that you want to play when a call is on hold.
12	Choose a language from the Announcement Language drop-down list.
13	In Call Recording section, turn on Record incoming and outgoing calls and voicemail, or set recording announcements and notifications toggle. Call Recording must be enabled at the Organization level and at the location to which the users are assigned. In the absence of this setting, call recording won't apply. See Manage call recording for Webex Calling article for more information on call recording settings.
14	Configure one of the following settings: On Demand—Choose this option if you want to grant users control over when they can start and end recordings. You may also choose the pause and resume notification, if applicable. Always—Choose this option to record all incoming and outgoing calls. Always with pause/resume—Choose this option if you want to grant users control over when they can pause and resume recordings. Never—This option is selected by default. Record voicemail—Choose this option if you want to read voice messages sent and received. If storage space is a concern, you may not want to select this option. Recording start/stop announcement—Choose one of the following options to manage the audible announcement played when recording starts or stops for PSTN calls and internal calls. Play recording start/stop announcement for PSTN calls—Choose this option to play a standard announcement at the beginning of all incoming and outgoing PSTN calls notifying all parties that the call is being recorded. You may require this announcement to comply with the legal requirements based on the business needs. If the compliance announcement is enabled at the organization or location level, then the PSTN user won’t hear the start/stop announcement even if you enable this option. This option takes precedence only if a caller receives or makes a PSTN call to a user who is in an organization or location where the compliance announcement is disabled or failed to play. For more information, see the Enable compliance call recording announcement section. Play recording start/stop announcement for internal calls—Choose this option to play a standard announcement at the beginning of all incoming and outgoing internal calls, notifying all parties that the call is recorded. This announcement isn’t included in the call recording. When an announcement is played during start, stop, pause, or resume operations, Webex Calling sends SIPREC metadata information to the call recording provider indicating that an announcement was played. Using this information, some call recording providers have indicators to show if an announcement was played for that call. Pause/Resume Notification—Choose this option if you want to receive pause and resume notifications. You can choose a beep option or an announcement option that plays the following: Pause—Plays an announcement indicating that it’s paused successfully. Resume—Plays an announcement indicating that it’s resumed successfully. The user/workspace level announcement settings for Pause/Resume are always played when the user pauses or resumes the recording. Repeat tone every—By default, a tone is played every 20 seconds reminding all parties that the call is being recorded. You can change this to a value from 10–90 seconds. Choose the View and play call recordings option for organizations and locations using Webex as the call provider. For all recorded calls, a user can choose to Download recordings or Delete recordings. If the administrator has turned View and play call recordings OFF, then the user can’t access the call recordings. Show call recording platform information—Displays the following information related to the call. Service Provider External Group External Identifier
15	In Hide Calling Settings section, you can customize the settings that end users have access to in their devices, Webex App, and User Hub. Toggle on the settings that you want to allow access to. If a Calling Feature Template is assigned to a user, they can't go back to the organization's default settings. To know how to update user level settings, see Hide calling settings in a user. The selected settings override the system default settings of the group of users.
16	Click Create template and next.
17	In the Search box, enter and select the name of a Group or a Location to which you want to apply this template.
18	Click Done. The template is configured and applied to the selected groups and locations.

Create a Vidcast template

1	Sign in to Control Hub
2	Under Services, select Vidcast, then click Templates > Create template If Education is your business vertical, you can apply predefined templates to allow custom settings for students or teachers.
3	In the General section, enter a Template name and description.
4	In the Access section, all options are enabled by default. You can disable the settings you don't want users to have in a vidcast.
5	In the Webex integration section, turn on or off the Enable Vidcast recording in Webex Messaging
6	Click Create template and next.
7	Search and select a group or location for this template in the search box.
8	Click Done.

Frequently asked questions: settings templates and meeting templates

What's the difference between internal meetings and external meetings?

Internal meeting: OrgID is same between the meeting site and the user who's joining (such as Cisco user joins Cisco ORG meeting)
External meeting: OrgID is different between the meeting site and the user who's joining (such as Apple user joins Cisco ORG meeting)

Can you apply settings templates to any group?

There are different types of groups in Control Hub, and different ways to create groups. There are two different types of groups in Active Directory:

Security groups—used to assign permissions to shared resources.
Distribution groups—used to create email distribution lists.

You can synchronize security groups and distribution groups to Control Hub, but you can apply settings templates to security groups only. Distribution groups are intended for use when sending mass communications.

You can also create groups in Control Hub using the API, and apply settings templates to these groups too.

How do I assign a user to a group?

You can assign a user to a group in either of the following ways:

How do I create a template with closed captioning off for an internal site, then apply it to a group?

Sign in to Control Hub.
Create a meeting template by selecting Meetings > Create template, and in the In meeting section, toggle Closed captioning off in the Internal meeting column.
Click Create template and next.
Start typing the group name to which you want to apply the template. Matches are shown in a drop-down list. Select the group you want.
The template is automatically applied to this group.
Click Done.

How many templates can I create?

You can create up to 50 templates of the same type for an organization.

What are some best practices when I start to assign settings templates?

Identify the different user profiles in your organization and determine how you want the groups to be structured. If you have users of the types all access and restricted access, you must create two groups that carry two different templates for each.
Create settings templates for each service you want to have group-based access control.
Apply the settings templates to the relevant groups and ensure they have the appropriate rankings.

I have adopted the previous group-based settings for collaboration restrictions. Are those automatically migrated?

If you have previously used the group-based settings for messaging, those are not automatically migrated. Here are the steps to follow once settings templates are made available to you:

Create messaging templates to reflect the different restrictions you have in your organization.
Apply the templates to the relevant groups. See How do I apply a template to a group? above.
Once you apply the template, make sure to click revert users to ensure that users are now following the permissions that are included in the template.

What are the best practices for utilizing settings templates when we already have session types?

You can control meetings settings using templates. If you are managing your meeting site in Control Hub, the templates do the same job as session types did in Site Administration.

You can consider transitioning completely to the settings template model, instead of using session types and settings templates concurrently.

Can I apply settings templates to sites that are not managed by Control Hub?

Yes, you can apply templates to the sites that are not managed by Control Hub.

I am unable to synchronize groups using the directory connector. Are there other methods by which I can create groups?

In addition to directory connector-based groups, you can manually create groups in Control Hub or use the group API.

I just updated my settings template; why can't I see the changes for a user?

In general, changes made to user settings at the organization level, using settings templates or using user overrides, can take up to 8 hours to apply to the user.

Which client version should I use to apply the new settings template?

We recommend upgrading your Meetings client to the latest version (WBS 42.7 or above) or at least to the latest lockdown version (WBS 42.6), in order to get the best user experience of settings template policy-enforcement related features. If you're using a version of the Meetings client older than WBS 42.3, some features may not be available, or you may not have the best user experience.

Known issues

When a template is already applied to a particular group, it should show the group in the group’s drop-down list as one that already has the template applied.
The User Details page for the Site Administrator role has ineffective user experiences and error states. Only the full admin can update the settings applied via the settings template on the user level.

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Configure settings templates in Control Hub

Settings template overview

Types of settings templates

Assign a settings template to groups or locations

User override

Conflict resolution

Apply a settings template to a group of users or a location

Create a template for your organization

Meeting settings templates

Internal meeting policy and restrictions

External meeting policy

Create a meeting template

Create a messaging template

Create a calling template

Create calling template of Application type

Create a Calling template of user type

Create a Vidcast template

Frequently asked questions: settings templates and meeting templates

What's the difference between internal meetings and external meetings?

Can you apply settings templates to any group?

How do I assign a user to a group?

How do I create a template with closed captioning off for an internal site, then apply it to a group?

How many templates can I create?

What are some best practices when I start to assign settings templates?

I have adopted the previous group-based settings for collaboration restrictions. Are those automatically migrated?

What are the best practices for utilizing settings templates when we already have session types?

Can I apply settings templates to sites that are not managed by Control Hub?

I am unable to synchronize groups using the directory connector. Are there other methods by which I can create groups?

I just updated my settings template; why can't I see the changes for a user?

Which client version should I use to apply the new settings template?

Known issues

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