You can set up phone keys and default key templates from within the service provider portal and assign them to a customer during customer creation. After a template is assigned, changes made to it from the service provider portal are not applied to the template viewed by the Customer Administrator. The Customer Administrator sees the template as it was initially configured.

Service Providers can create Key Templates for Customer Administrators to use when setting up users instead of programming the keys manually.

To create a key template:

1. From the Telephony tab, click Key Templates, then click Create Template.

2. (optional) In Phone Layout, select the phone layout to display. Leaving the setting at default displays all the possible phone keys.

3. Program each key by clicking it and setting the features. You can also apply the template to users who have one row of keys.

4. Click Save.