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Proofpoint, Inc.

How to Create a Customer Template

Situation You want to create a custom template to make it easier to setup your customers.
Solution See below for how to create a new template and how to edit your new or existing templates.

 

When adding a new customer to your channel account, you can create a custom template to make it easier to set your customer up the way you want.  You can find the templates under Customers > Templates.

Create New Template

Here you can create a new custom template:

  1. Navigate to Customers > Templates
  2. Click New Template.
  3. Give the template a name
  4. From Package dropdown, select the desired package.
  5. Click Create Template.

You will be taken back to the Templates page with a list of all templates. To edit your new template, continue below.

Edit Templates

  1. Find your template and click the Pencil icon to the right.
  2. You can now configure your client's default configuration. You can configure:
  • Profile settings - Here is where you setup Beginner Plus Packages.
  • Features settings - Turn off or on Default Features related to this package level.
  • SMTP Discovery Settings – Setup auto adds users feature.
  • Custom Filter Settings – Customer filter policies.
  • Sender lists Settings – Setup Whitelist/Blacklists.
  • Sending server or Managed hosted services - Outgoing server setup (assuming that everyone who is set up with this template has the same sending server).
  • Spam Settings – Adjust the default level of spam filtering.
  • Digest Settings – Setting up the default digest settings.
  • Notifications - Customer welcome letters can be setup.
  • Access control – Adjust what access you want for your Org Admins and End-users

Note: While editing you can also change the template by selecting the Dropdown menu on top.

  1. Click Done Editing (at the top) once you’ve finished editing the template.