Account Templates

An Account Template (also referred to as a Lease Template) is the blueprint that defines how a le...

To create a new account template: Click on "Account Templates" on the left menu Click on "Add...

On the Add a new Account Template page, complete the required fields in the Basic Details section...

This step defines the budget limits for leases using this template. Define if you want a max...

This step defines the maximum duration for leases using this template. Define if you want a ...

Using Permissions, you can configure what the end users can and cannot do in their accounts.  Sa...

In this section, you define if leases can be shared, if they require approval, and who can manage...

Using launch templates, managers can define what resources need to be set up on new accounts crea...

Having completed all the steps, the final step is to Review the selected settings and one satisfi...

To update an account template, go to "Account Templates" and open the template you want to modify...

To duplicate an account template, go to "Account Templates" and open the template you want to dup...