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