Create and edit people templates

There are three main types of people templates: contact, professional, and public user. You can define contact types and professional types in standard choices.

Create a people template

When you create a new template, you determine the name, type, and description of the template.

To create a template

From the Administration menu, select People > People template.
Select Add template.

Complete the necessary fields:

Field

Action

Template name

Enter the template name.

Template type

Select the type of template you want to find.

For example, if you want to find a template for a billing contact, select Billing contact. Except for Public user, which is hard-coded into the drop-down list, Civic Platform pulls the other values from the values you set up as standard choice values for contact types and licensed professional types. You can set up additional template types in these standard choices, as needed.

Description

Enter a description of the template that you want.

Select Submit.
Add one or more attributes to the template. For more information, see Add and edit people template attributes.

Edit a people template

After you create a template, you might need to change the description or status. You can also edit any attributes for the template. You can provide agency users with the ability to edit licensed professional template fields on detail and reference detail forms. This feature is available in both Civic Platform and Citizen Access.

You cannot change the template name or its type, but you can add a new template and disable any templates that you no longer use.

To edit a template

From the Administration menu, select People > People template.
Search for or scroll to the template that you want to edit.
Select template name.

Modify the necessary fields:

Field	Action
Template name	Enter the template name.
Template type	Select the type of template you want to find. For example, if you want to find a template for a billing contact, select Billing contact. Except for Public user, which is hard-coded into the drop-down list, Civic Platform pulls the other values from the values you set up as standard choice values for contact types and licensed professional types. You can set up additional template types in these standard choices, as needed.
Description	Enter a description of the template that you want.
Status	Select a status. Enable makes the template available. Disable hides the template from Civic Platform users.

Select Submit.
Add one or more attributes to the template.
Edit any existing attributes for the template, as needed. For more information, see Add and edit people template attributes.