Configure settings templates

Administrators have the ability to utilize setting templates in order to apply collections of settings to groups of users, such as all of the users in a specific location. A collection of individualized settings for a place or a service (such as a meeting, messaging, calling, or vidcast) is referred to as a settings template. The onboarding and administration of users in your business may be made more streamlined with the use of settings templates.

Lifecycle operations for a settings template

Introduction

You have the option of creating a template by utilizing the create template flow, or you can just copy and modify one of the current templates. Both of these options are available to you. You may also get rid of the templates that aren’t essential.

Types of settings templates

The following categories of settings templates are available:

• Messaging
• Meeting
• Calling
• Vidcast
• Template that is general in nature and makes use of parameters that are applicable to several services.

Applying settings templates to groups

A settings template might have numerous groups or locations that it applies to at the same time. When a settings template is applied to a group or location, all of the users of the group or location inherit the value that is provided in the settings template (unless there is a user override, which is addressed in the ‘User override’ part of this article). Only one settings template of every given kind can be stored in the memory of a group or location.

User override

At the user level, you have the ability to override the individual settings. This particular setting follows the setting value at the user level, whilst the other settings in this service continue to follow the template. The user level setting value determines which setting is followed. For instance, if the administrator allows in-meeting chat at the user level, then even while in-meeting chat will honor the user-level value, the rest of the settings in the meeting template will continue to honor the values inherited from the group’s meeting settings template. In this scenario, in-meeting chat is the only setting that will honor the user-level value.

In general, the following is the order of precedence when it comes to establishing assignments:

Organization Setting < Group level setting via templates < User overrides

Conflict resolution

It is possible to add a user to several different groups. Control Hub employs a template ranking to determine which template’s setting values are applied to a user once the user has been added to two or more groups with templates assigned. This occurs when you add a user to two or more groups. Those templates with a lower total number of downloads have a greater priority and are given a higher ranking. For instance, rank 1 is superior to rank 2, and so on and so forth. In general, you should set the template that is the more restricted at a higher rank so that it will be used in the event of a disagreement.

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

Please see the following article: How can I apply a template to a group or location? in the section below labeled “Frequently Asked Questions.”

When you assign a settings template to a group or location, the following are some of the most important behavioral characteristics of the preferences:

• The following hierarchy determines which users are subject to the application of the settings template:
• Settings for the Organization, Settings for Groups Using a Template, and Settings for Individual Users can be Overridden by Individual Users.
• If a person is a member of two different groups, that user will be given the template with the highest rank. The ranking of the templates is determined independently for each of the three different types of settings templates (meeting, message, and calling).
• One single place can be designated as the home of a user or workspace at any one time.
• When a person is expelled from a group, the user no longer has access to the configuration template that was associated with the group from which they were expelled. If they were added to a group, they would take on the format of the new group to which they were joined if that group had a template.
• It may take up to 8 hours for any changes that are made to the user’s settings at the organization level, whether by utilizing settings templates or user overrides. In general, this applies to any changes that are made to the user’s settings at the organization level.

Manage general templates

 

1 Start by logging in to the Control Hub.

2 To access the Templates tab, navigate to Organization Settings and click there.

3 Select the Create template option.

4 In the General section, you are going to want to fill up the fields with the template name and description.

5 In the section titled “Virtual background,” locate the Enforce virtual background toggle for internal and/or external meetings and set it on. This will make it such that users will be required to have a virtual background in order to turn on their video. The Webex executive office is now set as the default virtual background. You have the option of uploading virtual backdrops and selecting which ones other users can use.

Users have the choice of selecting the virtual backdrop that is set as the default for their account, or they have the option of selecting a virtual background from the photos that the administrator has picked for their account. They are not allowed to utilize None or Blur, and they cannot submit any photographs of their own.

• In the event that a user’s device does not support virtual backdrops, they are still able to participate in the meeting even though video is not supported.

Allow all admin-uploaded backdrops – Users have the option of using the default virtual background of the Webex executive office, or they can select any background that their organization’s administrator has uploaded specifically for use in Webex.

Allow just the selected – Users have the option of using the virtual backdrop that is set as the default for the Cisco executive office, or they can pick one of the other virtual backgrounds that their administrator has chosen.

• Click the Upload button to upload photographs that may be used as virtual backgrounds.
• To choose photographs, click the Manage button, and then choose the pictures you wish to let through.

6 After that, click the Create template button.

7 Use the search box to do a search, and then choose a category for this template.

8 Select the Done button.

9 Click on the Rank button located in the Templates page to reorder the rank of your meeting template.

A user has the ability to inherit distinct templates from a variety of groups. You are able to provide a priority level to each of the templates. Those templates with a lower total number of downloads have a greater priority and are given a higher ranking.

10 On the screen labeled Rank templates, you may reorganize the available templates by dragging and dropping them into a new position, after which you can click the Save button.

11 Simply clicking on the template you want to delete and then selecting Delete from the Actions drop-down box will do this. On the page for removing templates, choose the box to indicate that you are aware that deleting a template will have irreversible consequences, and then click the Delete button.

12 To make changes to the template, click on it and then make adjustments to the toggles. Select the Save option.

Meeting settings templates

You may use meeting settings templates to assign meeting settings to a group of users, including users in a given location. This can be done by using the meeting settings templates. The use of settings templates is comparable to that of a session type; indeed, settings templates are the session types of the future. The usage of session types or CSV files for bulk user maintenance may be replaced with the quick and simple process of using meeting templates instead.

When you apply a meeting template to a group, the members of that group automatically inherit the values from the template.

In addition to the standard actions associated with the settings template, the following unique characteristics are possessed by meeting settings templates:

 

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.

• Users of sites managed by Control Hub as well as users of sites controlled by Site admins are eligible to make use of meeting templates. It is necessary for user accounts to be linked to Control Hub and Webex Identity before using settings templates.
• All of the organization’s sites are required to adhere to the settings that are specified in the settings template.
• The values of the settings template are applicable to both the host and the guests of the meeting.
• You may apply the same settings to both internal and external meetings by using templates for the settings. Meetings that be held externally are held at locations that are not affiliated with your company.

The setting in meeting templates titled “Override participant settings when hosting” is only applicable to events that are held internally.

The following is a list of the various processing levels for meeting settings:

Template for holding meetings with several people at once User overrides or site constraints

Despite the fact that a settings template is being used for a group, site and session type limitations are still being obeyed. Even if a user had a settings template with the feature set to TRUE, they would not be able to utilize the feature if the site was configured to make it false by default.

• Take, for instance, the scenario in which a user is a member of Group A and has in-meeting chat enabled. If the user is in both site A and site B, and site A has the option for in-meeting chat while site B does not, then when the user hosts the meeting on site A, they will have the option for in-meeting chat. When a user holds a meeting on site B, they will not have access to the chat option during those meetings.

When a session type is applied, any settings that are shared between the settings template and the session type will observe the hierarchy that was just discussed. The choice that imposes the greatest amount of limitation wins out. Nevertheless, the value of options that are exclusive to the session type are determined by the kind of session being used. In a similar fashion, every setting that can only be found in the settings template will obtain its value from the settings template (with any overrides on the user level, if they are implemented).

The following is the hierarchy of settings applications, which includes constraints on session types to ease the transition of consumers away from session kinds:

• Template for holding meetings with several people at once User overrides, site limitations, or session type constraints

Every limitation, including those on the site, the session type, and the user, is set to the same level, and the most stringent regulation is always put into effect. In the event that any of the prerequisites are not met, the client will not be permitted to participate in the meeting.

Internal meeting policy and restrictions

The policy for internal meetings gives the administrator the ability to select whether or not users of their organization are permitted to invite outside users to meetings held on their site. An administrator has the ability to choose whether all external meetings are fully restricted or whether some individuals in certain external domains are permitted to attend them. In addition, the meeting settings that are outlined in the following sections apply when users of the organization hold or attend meetings on their internal sites, regardless of which part they are located in.

External meeting policy

You have the ability to select whether or not members of your company are permitted to attend meetings held at locations outside of their own organization through the usage of collaboration limitations or external meeting regulations. You may also determine what features the users are able to utilize by utilizing the external settings that are given in the template. In addition to this, you have this option. Check out the article on Collaboration limits for Webex Meetings in the Control Hub for more information.

Manage meeting templates

 

The pre-meeting policies listed below are supported and encouraged:

• When attending a meeting, a verified sign-in should be required.
• Permit, please. BYOD stands for “bring your own device” in Control Hub.
  • If an attendee is utilizing a device provided by the host organization that has their Organization ID already loaded, they will be able to initiate or join a meeting using that device.
• Policies for both internal and external meeting joins, as well as permitted email domains

Webex Meetings Enterprise subscriptions are required in order to have access to the option of enabling or disabling in-meeting capabilities through the use of templates.

1 Please log in to the Control Hub.

2 Go to Meeting, then click the Templates option once you’re there.

3 Click the Create template button.

• • You are able to use standard templates with specific parameters to either students or teachers if the Education market segment is one of your company verticals.

 

4 In the General section, you are going to want to fill up the fields with the template name and description.

5 Within the Meetings app, navigate to the Internal area and choose one of the following settings:

• •  Choose this option if you want users from outside Give access to any and all outside users:your organization to be able to participate in meetings held by your company.
  • Allow external users using email domains that have been pre-approved: Choose this option if you want people from outside your organization to be able to attend your organization’s meetings only through emails that have been pre-approved.
  • Put a stop to all users from the outside: Choose this option if you wish to exclude users from outside of your company from participating in meetings held by your business.

6 In the External section of Meetings, 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 all external sites: Users aren’t allowed to join external meetings from any Webex site.

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

Setting	Description	Available for Webex meetings on the Video Mesh-ready platform?
Annotation	If you are a limited user and others are unable to annotate your sharing, this is because annotation is disabled. You are unable to annotate at this time. You are able to watch what is being shared by others, but you are unable to annotate anything during this time. No one at the meeting will be able to annotate anything if the restricted user is the host of the meeting.	Yes
Polling	If the feature is off, the restricted user will not be able to use the polling functionality.	No
Q&A	If the restricted user’s access is disabled, they will not be able to utilize the Q&A function.	No

 

8 Enable or deactivate the following meeting settings for both internal and external events using the options provided in the section under “In meeting.”

This feature is not accessible through any of Webex’s free subscriptions.

Setting	Description	Available for Webex meetings on the Video Mesh-ready platform?
Chat	If the restricted user’s access is disabled, they will be unable to send or receive chat messages. If the restricted user is also the meeting host, then none of the attendees will be able to chat throughout the meeting.	Yes
Closed captioning	The restricted user will not be able to make use of the Closed captioning feature if it is deactivated.	Yes
Enforce virtual background	In order for users to activate their videos, it is necessary for them to have a virtual background.	Yes
File transfer	If file sharing is prohibited for the restricted user, that person will not be able to see or download files that have been shared by other users.	Yes
Participant list	If the restricted user’s access is blocked, they will not be able to browse the participant list. If the restricted user is the host of the meeting, then no one in the meeting will be able to read the list of participants.	Yes
Take presenter	Users are unable to assume the presenter position if the feature is deactivated.	Yes
Notes	If the Notes function is deactivated, the limited user will not be able to utilize it.	No
Webex Assistant	In the event that it is deactivated, Webex Assistant will not be accessible during the meeting. Only the host is affected by this condition.	Yes

9 You may choose to activate or disable the following options for both internal and external meetings inside the Recording section.

Setting	Description	Available for Webex meetings on the Video Mesh-ready platform?
Cloud recording	In the event that the feature is deactivated, the limited user will not be able to record meetings to the cloud.	Yes
Local recording	In the event that the feature is deactivated, the limited user will not be able to record meetings on their local computer.	Yes

 

10 You may activate or disable the following options for both internal and external meetings under the section titled “Remote Control.”
If the switch that says “Turn on remote control” is turned off, none of the sharing options will work. If the box next to each type of remote control is checked or unchecked, the Turn on remote control toggle switch will be activated.

Setting	Description	Available for Webex meetings on the Video Mesh-ready platform?
Application remote control	If this box is left unchecked, the restricted user will not be able to remotely operate the application of another user.	No
Desktop remote control	If this box is left unchecked, the restricted user will not be able to remotely manage the desktop of another user.	Yes
Web browser remote control	If this box is left unchecked, the restricted user will not be able to exercise remote control over the web browser of another user.	No

11 In the Sharing area, you can choose to activate or disable the following meeting settings for both internal and external use.

If the Sharing switch is turned off, none of the available sharing options will be available. If the Sharing switch is turned on, check the box next to each form of sharing to enable or disable it.

Setting	Description	Available for Webex meetings on the Video Mesh-ready platform?
Application sharing	In the event that this box is left unchecked, the restricted user will be unable to share an application.	Yes
Desktop sharing	The restricted user is unable to share their desktop if the box is not ticked.	Yes
File and whiteboard sharing	In the event that this box is left unchecked, the restricted user will be unable to exchange files or utilize the whiteboard.	Yes
Web browser sharing	If this box is left unchecked, the restricted user will not be able to share their web browser, but they will be able to access the web browsers shared by others.	No
Camera sharing	If this box is left unchecked, the restricted user will not be able to share videos taken with their camera.	Yes

 

12 Only the following options may be used for internal meetings, and under the Telephony section, you have the option to enable or disable them. These configurations do not apply to external meetings, with the exception of Voice over Internet Protocol (VoIP).

 

• Call in (applies only to the host)
  • Toll: If this option is enabled, only calls with a toll charge will be accepted.
    
  • Toll and toll free: If this option is chosen, incoming calls can be either paid for or received free of charge.
  • Global call in: Webex meetings may be called into using a local phone number if the corresponding box is ticked. The local numbers that are accessible are determined by the configuration settings of your Webex site.
  • Calling Line Identification (CLI): If this box is ticked, your meetings will have an increased level of security. CLI stands for “caller line identification,” and it is a type of caller ID that transmits the phone number of the caller to the system before the call is answered.
    • Make sure.If you wish to make entering a PIN when using CLI mandatory, you can use an authentication PIN.

• If the Call Back switch is turned on, these choices will only be available to the host. If the switch is turned off, it will prevent anyone from using them.
• You can choose the box next to Global call back to activate it if the Call back switch is turned on. If you select this option, once each person joins the meeting, they will be required to submit their phone numbers, and Webex will contact each attendee individually to connect them to the conference. If you do not select this option, none of the attendees will be asked to input their phone numbers.
• When the switch is in the off position, access to VOIP (computer audio) is denied.
• Other teleconference service (just for the host): If this option is toggled off, the host will not be able to use a teleconference service provided by a third party.

13 You have the ability to enable or disable the following meeting settings for either internal or external events using the Video section. If the Enable video switch is on, you will have the option to select the categories of video that will be made available to participants of the meeting. These categories are as follows:

• • Standard definition: 360p video.
  • High definition: 720p video.

14 To ensure that all participants have the same configurations as the host, make sure that the “Override participant settings when hosting” option is turned on.

This only applies to meetings held within the company.

1. After that, click the Create template button.
2. Look for existing groups or places, then pick one of them to use for this template.
3. Just hit the Done button.
4. Click on the Rank button located in the Templates page to reorder the rank of your meeting template. A user has the ability to inherit distinct templates from a variety of groups. You are able to provide a priority level to each of the templates. Those templates with a lower total number of downloads have a greater priority and are given a higher ranking.
5. On the screen labeled Rank templates, you may reorganize the available templates by dragging and dropping them into a new position, after which you can click the Save button.

20 Simply clicking on the template you want to delete and then selecting Delete from the Actions drop-down box will do this. On the page for removing templates, choose the box to indicate that you are aware that deleting a template will have irreversible consequences, and then click the Delete button.

21 To make changes to the template, click on it and then make adjustments to the toggles. Select the Save option.

Manage messaging templates

 

1 Start by logging in to the Control Hub.

2 Select Messaging from the drop-down menu labeled Services, then navigate to the Templates tab.

3 Select the Create template option.

If Education is one of your company’s business verticals, you may use predefined templates to make it possible for students or teachers to have their settings customized.

4 In the General section, you are going to want to fill out the boxes with the Template name and description.

5 In the section titled “Collaboration Restrictions,” deactivate the following settings by toggling the “Off” switch:

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
• Previewing, downloading, and uploading files for whiteboards and annotations should be possible. to preview, download, and upload files for whiteboards and annotations.
• Permit users to exchange animated GIFs: this feature enables users to send animated GIFs to one another using the GIPHY library.
• Permit users to share Bitmoji stickers when communicating within the app: This feature enables users to send and receive Bitmoji stickers with one another.
• Permit users to preview links before sharing them: this feature enables users to preview links before sharing them.

6 Click the Create template button, then click next.

7 Find the group that you wish to apply this template to, and then choose that group.

8 Select the Done button.

9 Click the Rank button located in the Templates page in order to reorganize the rank of your messaging template.

A user has the ability to inherit distinct templates from a variety of groups. You are able to provide a priority level to each of the templates. Those templates with a lower total number of downloads have a greater priority and are given a higher ranking.

10 On the screen labeled Rank templates, you may reorganize the available templates by dragging and dropping them into a new position, after which you can click the Save button.

• To get rid of a template, first choose the one you want to get rid of, and then from the Actions drop-down list, select Delete. On the screen that allows you to delete templates, choose the check box that indicates the deletion of a template will be irreversible, and then click the Delete button.
• To make changes to a template, you must first pick it and then turn its options on or off. Select the Save option.