#Create a Cloud User with Template

Refer to the following steps to create a cloud user with a template:

1. Under the Users / All users tab, click Create > Create cloud user with template.

2. In the Basic information section, complete the following information:

   • Select a template – Select a template.

   • First name – The first name of the user.

   • Middle name – The middle name of the user.

   • Last name – The last name of the user.

   • Company name – Enter the company name.

   • Location – Select the location of the user. If there is no desired location, click Create to create a new location.

   • Display name – The display name of the user.

   • Employee ID – The employee ID of the user.

   • Require user to change password at thefirst sign-in – Turn on the toggle if you want the user to change the password at their first sign-in.

   • Automatically generate a password – If you select the checkbox, Elements will randomly generate a password for this user. If you want to set a custom password, leave the checkbox unselected, enter the desired password, and repeat the password to confirm it.

   • Usage location – Select the usage location of the user.

   • Country or region – Select the country or region of the user.

   • Preferred language – Select the preferred language for the user.

3. In the Employee step, complete the following information:

   • Start date – Set the date when the user account can sign-in Microsoft 365.

   • End date – Set the date when the user account will be blocked from signing in.

   • Job title – Select the job title of the user. If there is no desired job title, click Create to create a new job title.

   • Department – Select the department of the user. If there is no desired department, click Create to create a new department.

   • Manager – Enter the manager’s name.

4. In the Contact information step, complete the following information:

   • Alternate email address

   • Mobile phone

   • Business phone

5. In the Mail step, complete the email address.

6. In the Assign roles steps, if functional roles have been specified in the template, the assigned roles will be selected. You can modify the functional roles to be assigned to this user.

7. In the Assign groups steps, if groups have been specified in the template, the assigned groups will be selected. You can modify the groups to be assigned to this user.

8. In the Assign licenses steps, if licenses have been specified in the template, the assigned licenses will be selected. You can modify the licenses to be assigned to this user.

9. In the Add device step, select a laptop device that you want to add for the user.

10. In the Review step, you can verify all entered information and edit information if needed. If no more updates are needed, click Create to create the user.