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How to create an account template?

Written by Denys Beztuzhev
Updated 1 month ago

If there are certain access accounts that are widely used in your organization, there's a way to make the process of creating them easier and faster. Use account templates!

Here's how to create one:

1. Open the “Templates” tab in the side menu:

2. Click the “Create template” button:

3. In the window that opens, fill in the required fields and click “Create”:

4. In “Templates”, the created account entry is displayed, which can be edited, if necessary:

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