This screen allows you to update much of the information for the current account's template:
Description: You can enter or update the description of the template.
Apply Current Template: You can apply the template to:
Current Node: changes are only made to the current folder. The new template will be applied when accounts are created in or moved to this folder.
Direct Descendants: changes are made to folders and accounts directly below this folder
All Descendants: changes are made to all folders and accounts below this folder in the hierarchy.
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Note |
If you choose either Direct Descendants or All Descendants, you'll be taken to the Moving Multiple Accounts screen to choose which portions of the template to apply. |
Properties: You can update any or all of the displayed properties. For details, see Account Information Details
Default Security Policy: You can check or uncheck the check box indicating whether to apply the Default Security policy to accounts under this folder. Click the Default Security entry in the Account Menu to set up or change the Default Security Policy for this template. See Default Security for CSRs and Account Templates for details.
Subscriptions: You can add or remove subscriptions:
Remove a subscription by clicking for the subscription.
Add an individual subscription by clicking Add Subscription
Add a group subscription by clicking Add Group Subscription
Click OK to save your changes.