How to create an account template?

The opportunity to create accounts from ready-made templates will be very relevant for you if the Administrator is assigned with the task of creating User personal accounts in the same applications or sites.

Go to the “Templates” menu.

You can create a template by clicking on the “Create template” button

In the window that opens, specify:

  • Name - account name.

  • URLs - one or more web addresses, separated by “;”

  • Apps - one or more application names, separated by “;”

and click the “Create” button.

An account template will be created and shown in the list.

You can edit or delete the template created.

Now, when creating a personal or shared account, you can select a pre-created template and add only the personal data of specific Users.