#Create a User Template

Refer to the following steps to create a user template:

1. On the User templates page, click Create template > Create user template in the upper-right corner. The Create user template page appears.

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

   • User template name – Enter a name for this template.

   • Description – Enter an optional description for future reference.

   • Select a tenant – Select a Microsoft 365 tenant where this template is applicable.

3. Click Next.

4. In the Assign roles step, select the functional roles you want to assign to the users created with this template.

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

   • Job title – Select a job title for users created with this template. If there is no desired job title, click Create to create a new job title.

   • Department – Select a department for users created with this template. If there is no desired department, click Create to create a new department.

   • Manager – Enter the department for users created with this template.

   • Company name – Enter the department for users created with this template.

   • Domain – Select the domain for users created with this template.

6. Click Next.

7. In the Assign groups step, groups within the selected tenant are categorized by type. Select the groups you want to assign to the users created with this template.

   • Security group

   • Microsoft 365 Group

   • Mail-enabled group

   • Distribution group

8. In the Assign licenses step, product licenses within the selected tenant are displayed. Select the product licenses you want to assign to the users created with this template.

9. In the Offboarding settings step, you can configure actions to be taken when users created with this template are deleted.

   • Grace period – Choose whether to delete the user immediately or after a specified number of days.

   • Removal options – Choose to automatically remove the user from groups, devices, functional roles, and unassign licenses upon deletion.

   • Mailbox settings – Manage the deleted user’s mailbox by converting it to a shared mailbox, setting up forwarding to another user, enabling automatic replies, and hiding it from address list upon deletion.

10. In the Preview step, you can preview the configured information.

11. Click Create.