User Templates

User Templates hold the settings applied to new users at creation time, so an operator filling in the Add User form starts from a filled-in page rather than a blank one. Templates belong to the tenant selected in CIPP, and one template per tenant can be marked as the default.

Add Template

Opens a dialog to create a template. Enter a name, set the attributes you want applied, and optionally mark the template as the tenant's default. The dialog stays open with your entries after saving, which makes it quick to create several similar templates in succession.

Template Settings

The same fields are used when creating a template and when editing an existing one. Everything except the template name is optional, and any field left empty is simply not pre-filled on the Add User form.

Field	Description
Template Name	The name the template is listed under. Required.
Default for Tenant	Marks this template as the one applied automatically for the tenant.
Display Name Suffix (for example ' - Contractor' or ' (External)')	Text appended to the user's display name, useful for marking contractors or external staff.
Username Format	The pattern used to build the username from the user's name, for example %FirstName%.%LastName%. A number in brackets takes that many characters, so %FirstName[1]%%LastName% produces jdoe. Surname particles are split off with %LastNamePrefix% and %LastNameCore% (also with a number in brackets), so for Jan van der Berg, %FirstName[1]%.%LastNamePrefix[1]%%LastNameCore% produces j.vdberg. A pattern of your own can be typed in if none of the listed formats fit.
Username Space Handling	What to do with spaces in the generated username: keep them, remove them, or replace them.
Username Space Replacement	The character used when space handling is set to Replace spaces, for example an underscore or a full stop.
Primary Domain	The domain the account is created under. Only verified domains are listed.
Add Aliases	Additional email aliases to add to the account, one per line.
Usage Location	The country used for licence assignment.
Licenses	The licences assigned at creation. Each option shows how many units are currently available.
Add to Groups	Groups the user is added to at creation.
Shared Mailboxes	The tenant's shared mailboxes the user should be granted access to.
Shared Mailbox Permissions	The access level granted on those mailboxes: Full Access, Full Access (no Automapping), Send As, and Send on Behalf. Several can be selected together. Defaults to Full Access.
Shared Calendars	The shared mailboxes whose calendar the user should be granted access to.
Shared Calendar Permission	The access level granted on those calendars: Editor, Reviewer, Limited Details, Availability Only. Defaults to Editor.
SharePoint Sites	The SharePoint sites the user should be added to.
SharePoint Site Role	The access given on those sites: Members, Owners or Visitors. Defaults to Members.
Job Title	The user's job title.
Street	The street part of the user's address.
City	The user's city.
State/Province	The user's state or province.
Postal Code	The user's postal code.
Country	The user's country.
Company Name	The company recorded on the account.
Department	The user's department.
Enforce Per-User MFA	Sets the per-user MFA state to Enforced for users created from this template. This is for tenants without Conditional Access; do not combine with CA-based MFA policies.
Mobile #	The user's mobile number.
Business #	The user's business number.

Any custom user attributes configured in CIPP appear at the end of the form and can be given default values in the same way.

Shared Mailboxes, Calendars and Sites

A template can list the tenant's shared mailboxes that every new user should get access to, and separately the shared mailboxes whose calendar they should get access to, each with the level to grant (Shared Mailbox Permissions, one or more of Full Access, Full Access (no Automapping), Send As and Send on Behalf, defaults to Full Access; Shared Calendar Permission, defaults to Editor). A template can also list SharePoint sites to add every new user to, with the role to give them (SharePoint Site Role, one of Members, Owners or Visitors, defaults to Members). All of these are pre-filled on the Add User form and can still be changed per user.

Mailbox access with Full Access is automapped, so Outlook adds the mailbox on its own; choose Full Access (no Automapping) to grant the same access without that. When both variants are selected, the no-automapping one wins. Calendar access cannot work that way: it is granted with a sharing invitation, and the user adds the calendar by clicking the link in the email they receive.

Since a brand-new user is not a usable Exchange recipient right away, and takes a similar time to reach SharePoint, the mailbox, calendar and site grants are all queued as scheduled tasks that run 15 minutes after the user is created, visible under Scheduler. For calendars, only the access levels Exchange sends an invitation for are offered: Editor, Reviewer, Limited Details and Availability Only.

Each permission level is granted by its own task, so a mailbox with both Full Access and Send As produces two entries in the Scheduler. Only mailboxes that are genuinely shared mailboxes in the tenant are granted: anything else in the list is skipped and reported on the user creation results, and if the tenant's shared mailboxes cannot be read at all, no shared access is granted.

Table Details

Column	Description
Template Name	The name the template was saved under.
Default For Tenant	Whether this template is the tenant's default.
Display Name	The display name suffix configured on the template.
Username Format	The username pattern the template applies.
Username Space Handling	How spaces in the generated username are handled.
Usage Location	The usage location the template applies.
Department	The department the template applies.

Table Actions

Action	Description	Bulk Action Available
Edit Template	Opens the selected template to allow you to change the attributes that were previously set.
Delete Template	Opens a modal to confirm deletion of the selected template(s)
More Info	Opens the Extended Info flyout with the full details for the selected row.

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Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.