# 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**"

[![image.png](https://docs.sandboxstudiosoftware.com/uploads/images/gallery/2026-04/scaled-1680-/iWFimage.png)](https://docs.sandboxstudiosoftware.com/uploads/images/gallery/2026-04/iWFimage.png)

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

[![image.png](https://docs.sandboxstudiosoftware.com/uploads/images/gallery/2026-04/scaled-1680-/gU4image.png)](https://docs.sandboxstudiosoftware.com/uploads/images/gallery/2026-04/gU4image.png)

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

[![image.png](https://docs.sandboxstudiosoftware.com/uploads/images/gallery/2026-04/scaled-1680-/N9limage.png)](https://docs.sandboxstudiosoftware.com/uploads/images/gallery/2026-04/N9limage.png)

Each step of the process is explained as follows:

1. [Basic details](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-basic-details "Account template creation - Basic Details")
2. [Budget](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-budget "Account template creation - Budget")
3. [Lease Duration](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-duration "Account template creation - Duration")
4. [Account Permissions](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-permissions "Account template creation - Permissions")
5. [Roles & Access](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-roles-access "Account template creation - Roles & Access")
6. [Launch Settings](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-launch-settings "Account template creation - Launch Settings")
7. [Review](https://docs.sandboxstudiosoftware.com/books/manager-guide/page/account-template-creation-review "Account template creation - Review")