Moving Accounts

When you move accounts and/or folders, the system queries you about which account properties you want to keep, and which you want to replace. This is because the destination of your move may have a different set of default properties and subscriptions (called an Account Template) than the source.

For example, if you move Boris from the Development folder to the QA folder, you may wish to have him subscribe to the QA Pricing Plan, and unsubscribe from the Development Pricing Plan. You may also wish to update other account properties with the ones used by QA personnel.

Apply Template To Account

The Apply Template To Account screen will display a set of account properties that you can change to reflect the values in the destination folder's Account Template. You can accept the changes or leave the properties with their prior values.

This screen will also display Subscription information:

See Also

About Account Templates