# About Account Templates

Account Templates make hierarchy management easier and less error-prone by suggesting common properties, subscriptions, and capabilities that accounts would most likely have as members of the folder.

MetraCare autofills contact information, subscriptions, and security capabilities in an account's entry screen when you are:

- Creating new accounts within the account template's folder, or

- Moving accounts to the account template's folder.

These autofilled properties are suggestions, not constraints, and you can simply type over these properties as necessary.

| Note | Changes you make to an account template do not update the accounts contained in the folder (unless you choose to apply your edits to Direct Descendants or All Descendants).

## Account Properties and Templates

Address, country, language, time zone, currency, tax exemption, billing cycle, and invoice generation are all properties that can be set at the account template level for a folder. You can type over or deselect these properties as needed for individual accounts.

### Example

OmniDesk's Boston office is on Beacon street. Therefore all Boston folder account templates have Beacon Street listed as their address. However, OmniDesk has a small office on Newbury Street, although it is too small to have its own department (only two employees work there full time). Therefore, when OmniDesk hires new employees for this office, the Account Administrator can simply type over Beacon Street and enter the Newbury Street address.

## Subscriptions and Templates

When an account is created or moved, Account Templates help account managers with subscriptions by suggesting the common subscriptions that accounts in a given folder should have. This helps keep track of which accounts in a hierarchy need certain subscriptions. Simply deselect the suggested subscriptions to override them for a given account.

### Example

OmniDesk has some group product offerings intended only for executive employees. To ensure that new executive employees are offered this subscription, the Account Administrator could add the executive product offerings to the Executive folder template. If a certain executive employee declined a subscription to a particular product offering, the Account Administrator could simply deselect the suggested product offering during the account creating process.

## Capabilities, Roles and Templates

You can assign a default set of capabilities for a folder with the folder's account template. This allows you to set default security capabilities for an entire department. Simply deselect any capabilities that are not desired for a given account.

### Example

OmniDesk's executives all want to be able to log into Account Manager and view their OmniDesk group subscriptions. You could create an Executive role, add to this role capabilities to log into account Manager and view group subscriptions, then you could add this role to the Executive folder's account template.

## See Also

Creating an Account Template

Viewing an Account Template

Editing An Account Template