Default Settings for New User IDs

FacilitatePro allows facilitators to set up user profile templates that are used to define the default settings when the facilitator creates a new profile. This helps save time, when you need to create several profiles with many of the same settings.

A user profile named DS defines the default settings for all facilitators. Individual facilitators can create their own default profiles by creating a user profile with the naming convention DS_FacilitatorID.

To create a default user profile:

1. In the User Profiles screen, click Create a New User.

2. Enter the User ID using the naming convention DS_FacilitatorID. For example, a facilitator using the user ID of JoeSmith will name his default profile DS_JoeSmith.

3. Select the appropriate profile options.

4. Click the Add New User button.

The default user profile is saved. When the facilitator, Joe Smith in our example, creates a new user profile it will automatically pick up the default settings from the default user profile, DS_JoeSmith.

Special User Profiles to set the default settings for new User IDs

Default User ID	Function
DS	Template for all new user IDs when no other template is assigned.
DS_Conference	Template for all new Conference Participant User IDs created by Express and Express Plus facilitators and by Pro facilitators using the system generated ID function in the Conference Editor. Should be designated as a Shared ID with an agenda template. Supersedes the DS template.
DS_Topic	Template for all new Topic Participant User IDs created by Express and Express Plus facilitators and by Pro facilitators using the system generated ID function in the Conference Editor. Should be designated as a Shared ID with direct topic access and with a designated URL for participants to go to when finished. Supersedes the DS template.
DS_FacilitatorID e.g., DS_Zoe.Smith	Template for all new user IDs created by a particular facilitator ID, for example Zoe.Smith. Supersedes the DS template and the DS_Conference and DS_Topic templates.