Using Templates
Save, apply, and manage reusable account configuration templates.
1
Create a Template
In the Edit Account window, enter a name for the template in the text field and click the save icon in the top-right corner to open the template options.
2
Apply a Template
Click the save icon in the top-right corner of the Edit Account window and select 'Load Template'. You can also apply templates from the dashboard by right-clicking and selecting 'Apply Template'. Hold Shift to bulk-select or Ctrl to single-select accounts.
3
Delete a Template
In the Edit Account window, click the save icon in the top-right corner and select 'Delete Template' to remove the currently loaded template.