Account template creation - Overview

In order to create a new Account Template, you would click on Account Templates link (1) on the left menu, which will open the Account Templates page (2) and list any existing Account Templates.  In this example there are 3 existing Account Templates.  In order to create a new Account Template, the user would click on +Add Account Template (2)

To

When addingcreate a new account template:

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

Creating an account template is a 7 7-step process,process asthat showncan belowbe (1).done from Let'sscratch lookor atuse eachan ofexisting thesetemplate stepsfrom inSandbox more detail in the following sections.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