# Operator templates

Save reusable operator presets for creating accounts and importing new operators.

*Release 3.3 · admin, supervisor*

**Settings › Account › Operator Templates**

## What it is

An operator template stores a reusable profile for new accounts. It can include roles, workload limits, permissions, skills, teams and custom data. Applying it fills the new account with those choices.

## Who uses it and why

Powerfront maintains templates for recurring operator roles on your behalf. Users with the **Settings** or **Manager** role and the required operator permissions can use templates in account creation or import workflows.

## Where to find it

Powerfront manages **Settings › Account › Operator Templates**. Ask Powerfront to create or edit a template.

## How it works

Ask Powerfront to create a named preset and configure its **Settings**, **Websites**, **Roles**, **Settings › Teams** and, where enabled, **Custom Data**. When you create an operator from that template, INSIDE populates the account editor with the preset values. Complete the person's identity and review the result before saving.

A CSV import can also select a template for new operators. The template supplies roles, settings and assignments used by that import workflow.

## Configure it

1. Ask Powerfront to open **Operator Templates** and choose **New**.
2. Provide **Operator Template Name** and **Description**.
3. Ask Powerfront to configure the profile's operational settings, scoped assignments, roles and teams.
4. Powerfront saves the template.
5. Use it when creating or importing the appropriate new operators.

Keep the description specific enough that someone creating or importing operators can choose the right preset.

### Settings

| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Single Sign-On | Settings › Account › Operator Templates | website | Off | Powerfront, on request | Presets single sign-on for accounts created from this template. |
| Active Live Chat Limit | Settings › Account › Operator Templates › Settings | website | 5 in a new template | Powerfront, on request | Sets the ordinary simultaneous live chat limit. |
| Active Live Chat Hard Limit | Settings › Account › Operator Templates › Settings | website | 5 in a new template | Powerfront, on request | Sets the hard simultaneous live chat limit. |
| Active Ticket Limit | Settings › Account › Operator Templates › Settings | website | 0: uses the website ticket limit | Powerfront, on request | Presets the active email ticket limit; zero uses the website default. |
| Active Social/Text Limit | Settings › Account › Operator Templates › Settings | website | 0 in a new template | Powerfront, on request | Sets the ordinary simultaneous social and text conversation limit. |
| Active Social/Text Hard Limit | Settings › Account › Operator Templates › Settings | website | Not set | Powerfront, on request | Presets the hard social and text conversation limit. When not set, the hard limit is one above a positive ordinary limit, or zero when the ordinary limit is zero. |
| Sales Target | Settings › Account › Operator Templates › Settings | website | Not set | Powerfront, on request | Presets the operator sales target. When not set, no personal target is configured. |
| Commisions % | Settings › Account › Operator Templates › Settings | website | Not set | Powerfront, on request | Presets the operator commission percentage. A blank template supplies no commission preset; a new operator starts at 0%. |
| Limit FPS | Settings › Account › Operator Templates › Settings | website | Do not limit FPS in the editor; the console starts at 30 frames per second | Powerfront, on request | Limits the console's rendering frame rate. |
| Auto Logout | Settings › Account › Operator Templates › Settings | website | 10 minutes | Powerfront, on request | Sets the personal inactivity period before automatic logout. |
| Timezone | Settings › Account › Operator Templates › Settings | website | Website timezone | Powerfront, on request | Sets the operator timezone. |
| Be Right Back Message | Settings › Account › Operator Templates › Settings | website | Not set | Powerfront, on request | Sets the operator's be-right-back message. |
| Signature | Settings › Account › Operator Templates › Settings | website | Not set | Powerfront, on request | Sets the operator email signature. |
| Exclude from reports | Settings › Account › Operator Templates › Settings | website | Off | Powerfront, on request | Excludes the operator under the reporting exclusion policy. |
| Show 3D Avatars | Settings › Account › Operator Templates › Settings | website | Off for a new template | Powerfront, on request | Controls the operator's 3D avatar display preference. |
| Default Channel | Settings › Account › Operator Templates › Websites | website | Not set | Powerfront, on request | Presets the default channel. |
| Skills | Settings › Account › Operator Templates › Websites | website | Not set | Powerfront, on request | Presets routing skills. |
| Settings › Teams | Settings › Account › Operator Templates › Teams | website | Not set | Powerfront, on request | Presets team memberships for accounts created from this template. |
| Primary Language | Settings › Account › Operator Templates | website | English when no personal language is saved | Powerfront, on request | Presets the operator's primary language. |
| Timezone | Settings › Account › Operator Templates | website | Website timezone | Powerfront, on request | Presets the operator timezone. |

### Fields

| Field | Where | Required | What it is for |
|---|---|---|---|
| Operator Template Name | Settings › Account › Operator Templates | Yes | Names the reusable operator preset. |
| Description | Settings › Account › Operator Templates | No | Describes when the template should be used. |
| Custom Data Vars | Settings › Account › Operator Templates › Custom Data | No | Presets declared operator business fields. |

### Permissions

| Permission | Lets you |
|---|---|
| Powerfront | Create, edit and delete operator templates on your behalf. |
| Can cherry pick conversations from the queue | Presets this permission for new operators. Allows manual conversation selection from the queue. |
| Allow operator to pin tickets | Presets this permission for new operators. Allows the operator to pin email tickets. |
| Can search across all conversations | Presets this permission for new operators. Allows searching beyond the operator's own conversations. |
| Can transfer to other teams | Presets this permission for new operators. Allows transfer choices for other teams, subject to website policy. |
| Can transfer to other channels | Presets this permission for new operators. Allows transfer choices for other channels, subject to website policy. |
| Can transfer to other skills | Presets this permission for new operators. Allows transfer choices for other skills, subject to website policy. |
| Can transfer to other subsites | Presets this permission for new operators. Allows transfer choices for other subsites, subject to website policy. |
| Can erase message content | Presets this permission for new operators. Allows message content erasure. |
| Can copy conversation | Presets this permission for new operators. Allows copying a conversation. |
| Can email transcript | Presets this permission for new operators. Allows emailing a conversation transcript. |
| Allow History Export | Presets this permission for new operators. Allows history export. |
| Can view Customer PII and Conversation Data | Presets this permission for new operators. Allows access to customer personal information and conversation data. |
| Allowed Subsites | Presets this permission for new operators. Presets subsite assignments for the website. |
| Allowed Channels | Presets this permission for new operators. Presets channel access. |
| Audit | Presets this permission for new operators. Grants audit functions, with separate permissions for deletion, recovery and export. |
| Bot Trainer | Presets this permission for new operators. Grants bot training access. |
| Chat | Presets this permission for new operators. Grants operator chat functions. |
| Co-Browse | Presets this permission for new operators. Grants co-browse functions. |
| Desktop Screen Share | Presets this permission for new operators. Grants desktop screen sharing. |
| Live Shows | Presets this permission for new operators. Grants live show functions. |
| Manager | Presets this permission for new operators. Grants supervisor functions, subject to Manager Permissions. |
| Monitor | Presets this permission for new operators. Grants monitor access. |
| PCI Payment Form | Presets this permission for new operators. Grants payment form access where enabled. |
| Reports | Presets this permission for new operators. Grants reports access. |
| Reports Dashboard | Presets this permission for new operators. Grants the reporting dashboard. |
| Scheduling | Presets this permission for new operators. Grants scheduling access. |
| Settings | Presets this permission for new operators. Grants configuration access, subject to Settings Permissions. |
| Stats | Presets this permission for new operators. Grants statistics access. |
| Stats Bar | Presets this permission for new operators. Grants the statistics bar. |
| Store App | Presets this permission for new operators. Grants Store App access. |
| Video Chat | Presets this permission for new operators. Grants video chat functions. |
| Video Feed | Presets this permission for new operators. Grants video feed access. |
| Voice | Presets this permission for new operators. Grants voice functions. |
| Allow AI Rephrase | Presets this permission for new operators. Chat Permissions. Allows AI rephrasing. |
| Allow AI Spelling/Grammar Check | Presets this permission for new operators. Chat Permissions. Allows AI spelling and grammar checks. |
| Allow AI Suggestions | Presets this permission for new operators. Chat Permissions. Allows AI reply suggestions. |
| Allow AI Translations | Presets this permission for new operators. Chat Permissions. Allows AI translation assistance. |
| Allow AI Scoring | Presets this permission for new operators. Chat Permissions. Allows AI conversation scoring. |
| View Only | Presets this permission for new operators. Manager Permissions. Restricts the manager to viewing. |
| Edit Channel Volume Settings | Presets this permission for new operators. Manager Permissions. Allows channel volume changes. |
| Edit Operator Image | Presets this permission for new operators. Manager Permissions. Allows operator image changes. |
| Edit Operator SSO | Presets this permission for new operators. Manager Permissions. Allows operator single sign-on changes. |
| Edit Operator Conversation Limits | Presets this permission for new operators. Manager Permissions. Allows operator workload limit changes. |
| Edit Operator Channel Settings | Presets this permission for new operators. Manager Permissions. Allows operator channel assignment changes. |
| Edit Operator Skills | Presets this permission for new operators. Manager Permissions. Allows operator skill assignment changes. |
| Edit Operator Name | Presets this permission for new operators. Manager Permissions. Allows operator name changes. |
| Manage Spam Messages | Presets this permission for new operators. Manager Permissions. Allows spam management. |
| Allow Reset Password | Presets this permission for new operators. Manager Permissions. Allows password resets. |
| Allow Unlock Account | Presets this permission for new operators. Manager Permissions. Allows account unlocking. |
| View All Appointments | Presets this permission for new operators. Manager Permissions. Allows viewing all appointments. |
| Delete Contacts | Presets this permission for new operators. Audit Permissions. Allows contact deletion. |
| Delete Chats | Presets this permission for new operators. Audit Permissions. Allows chat deletion. |
| Delete Texts | Presets this permission for new operators. Audit Permissions. Allows text conversation deletion. |
| Delete Tickets | Presets this permission for new operators. Audit Permissions. Allows ticket deletion. |
| Delete Calls | Presets this permission for new operators. Audit Permissions. Allows call deletion. |
| Recover Deleted Items | Presets this permission for new operators. Audit Permissions. Allows recovery of deleted items. |
| Export | Presets this permission for new operators. Audit Permissions. Allows audit data export. |
| Video Chat | Presets this permission for new operators. Video Chat Permissions. Allows video calls. |
| Audio Call | Presets this permission for new operators. Video Chat Permissions. Allows audio calls. |
| Allow Control Mode | Presets this permission for new operators. Co-Browse Permissions. Allows co-browse control mode. |
| View Only | Presets this permission for new operators. Stats Bar Permissions. Applies the Stats Bar view-only restriction. |
| Allow to Start Show from App | Presets this permission for new operators. Live Shows Permissions. Allows starting a live show from the app. |
| Screen Sharing | Presets this permission for new operators. Store App Permissions. Allows screen sharing. |
| App Logging | Presets this permission for new operators. Store App Permissions. Allows app logging. |
| Manual Proactive Conversations | Presets this permission for new operators. Store App Permissions. Allows manual proactive conversations. |
| Hide Historical Visitors on Floor | Presets this permission for new operators. Store App Permissions. Hides historical floor visitors. |
| Hide Search | Presets this permission for new operators. Store App Permissions. Hides search. |
| Restrict Search | Presets this permission for new operators. Store App Permissions. Restricts search. |
| Show Queue | Presets this permission for new operators. Store App Permissions. Shows the queue. |
| Manage Tickets (BETA) | Presets this permission for new operators. Store App Permissions. Allows the beta ticket management function. |
| Export Appointments | Presets this permission for new operators. Scheduling Permissions. Allows appointment exports. |
| Auto Approve Private Videos | Presets this permission for new operators. Video Feed Permissions. Allows automatic approval of private videos. |
| Manage Company Video Feed | Presets this permission for new operators. Video Feed Permissions. Allows company video feed management. |
| Change Owner | Presets this permission for new operators. Video Feed Permissions. Allows video ownership changes. |
| Upload Video on Desktop | Presets this permission for new operators. Video Feed Permissions. Allows video upload from desktop. |
| Allow Outbound | Presets this permission for new operators. Voice Permissions. Allows outbound calls. |
| Allow On-Demand Transfers | Presets this permission for new operators. Voice Permissions. Allows on-demand voice transfers. |
| View Only | Presets this permission for new operators. Settings Permissions. Makes the delegated Settings screens read-only. |
| AI | Presets this permission for new operators. Settings Permissions. Allows access to the AI settings section. |
| Settings › Channel | Presets this permission for new operators. Settings Permissions. Allows access to the Channel settings section. |
| Chat General | Presets this permission for new operators. Settings Permissions. Allows access to the Chat General settings section. |
| Chat Links | Presets this permission for new operators. Settings Permissions. Allows access to the Chat Links settings section. |
| Click to Call | Presets this permission for new operators. Settings Permissions. Allows access to the Click to Call settings section. |
| Companies | Presets this permission for new operators. Settings Permissions. Allows access to the Companies settings section. |
| Data Fields | Presets this permission for new operators. Settings Permissions. Allows access to the Data Fields settings section. |
| Departments | Presets this permission for new operators. Settings Permissions. Allows access to the Departments settings section. |
| Disposition | Presets this permission for new operators. Settings Permissions. Allows access to the Disposition settings section. |
| Events | Presets this permission for new operators. Settings Permissions. Allows access to the Events settings section. |
| File Library | Presets this permission for new operators. Settings Permissions. Allows access to the File Library settings section. |
| Fonts | Presets this permission for new operators. Settings Permissions. Allows access to the Fonts settings section. |
| Image Library | Presets this permission for new operators. Settings Permissions. Allows access to the Image Library settings section. |
| Insights | Presets this permission for new operators. Settings Permissions. Allows access to the Insights settings section. |
| Integration | Presets this permission for new operators. Settings Permissions. Allows access to the Integration settings section. |
| Keyboard Shortcuts | Presets this permission for new operators. Settings Permissions. Allows access to the Keyboard Shortcuts settings section. |
| Legacy Chat | Presets this permission for new operators. Settings Permissions. Allows access to the Legacy Chat settings section. |
| Monitor View | Presets this permission for new operators. Settings Permissions. Allows access to the Monitor View settings section. |
| Operators | Presets this permission for new operators. Settings Permissions. Allows access to the Operators settings section. |
| Pre-Chat Survey | Presets this permission for new operators. Settings Permissions. Allows access to the Pre-Chat Survey settings section. |
| Regional Settings | Presets this permission for new operators. Settings Permissions. Allows access to the Regional Settings settings section. |
| Remote Cameras | Presets this permission for new operators. Settings Permissions. Allows access to the Remote Cameras settings section. |
| Saved Links | Presets this permission for new operators. Settings Permissions. Allows access to the Saved Links settings section. |
| Saved Responses | Presets this permission for new operators. Settings Permissions. Allows access to the Saved Responses settings section. |
| Scheduling | Presets this permission for new operators. Settings Permissions. Allows access to the Scheduling settings section. |
| Skillsets | Presets this permission for new operators. Settings Permissions. Allows access to the Skillsets settings section. |
| Settings › Teams | Presets this permission for new operators. Settings Permissions. Allows access to the Teams settings section. |
| Themes | Presets this permission for new operators. Settings Permissions. Allows access to the Themes settings section. |
| Website | Presets this permission for new operators. Settings Permissions. Allows access to the Website settings section. |
| Wind Down Reasons | Presets this permission for new operators. Settings Permissions. Allows access to the Wind Down Reasons settings section. |

## Limits and good to know

Templates belong to the selected website. Referenced channels, subsites, skills and teams must still be suitable when the template is used. Import validation can reject a template that references missing skills or teams.

Changing or deleting a template does not update accounts already created from it. Review existing operators separately when changing an access policy.

Powerfront manages templates; permission to create an operator is separate.

## Depends on and works with

### This feature uses

- **Configured in** Admin settings and feature switches (managed by Powerfront): Admin settings enable operator custom data and declare the fields available to templates.
- **Configured in** [Roles and permissions](ADM-008.md): Administrator privileges control who can maintain operator templates.
- **Configured in** [Teams](ADM-013.md): Template team assignments must refer to teams in the selected website.
- **Configured in** [Skillsets and skills-based routing](CHAT-007.md): Template skill assignments must refer to skills in the selected website.
- **Works better with** [Importing and exporting operators](ADM-012.md): Operator import can apply a template to new accounts.
- **Related** [Operator accounts](ADM-007.md): Use templates when creating operator accounts, then review each new account's identity and access.

### Used by

- **Required by** [SSO operator creation and activation](SEC-007.md): Automatic creation requires a valid operator template for the website.
- **Configures** [Chat limits and wind-down](CHAT-008.md): Operator templates supply initial workload limits for newly created operators.
- **Configures** [Operator accounts](ADM-007.md): Operator templates supply initial roles, settings and assignments for new accounts.
- **Configures** [Roles and permissions](ADM-008.md): Operator templates can preset roles and delegated permissions for new accounts.
- **Configures** [Website, channel and subsite access](ADM-009.md): Templates can supply initial access and permission choices for new operators.
- **Configures** [Operator settings](ADM-010.md): Operator templates supply initial capacity, preferences and custom data for new accounts.
- **Configures** [Importing and exporting operators](ADM-012.md): A selected operator template supplies the initial roles, settings and assignments for new imported accounts.

## FAQ and troubleshooting

### Will editing a template update existing operators?

No automatic update of existing accounts is provided by this template workflow. Edit or import those operators separately.

### Why is Operator Templates missing?

Powerfront manages this menu. Ask Powerfront to maintain the preset.

### Why did an import reject a template?

Ask Powerfront to check its roles and channel assignments, and confirm that referenced skills and teams still exist.

### Can I reuse one template for every website?

Templates are stored against a website. Review the website-specific resources and assignments before reuse.