Account template creation - Overview

To create a new account template:

1. Click on "Account Templates" on the left menu
2. Click on "Add Account Template"

Creating an account template is a 7-step process that can be done from scratch or use an existing template from Sandbox Studio.

In this documentation, we will create an account template from scratch. Using a prebuilt template is identical but has pre-defined values.

Each step of the process is explained as follows:

1. Basic details
2. Budget
3. Lease Duration
4. Account Permissions
5. Roles & Access
6. Launch Settings
7. Review