Identity Management Service › Getting Started with Identity Management › Creating Roles to Assign Accounts › Create an Account Template

Create an Account Template

A default account template exists for each endpoint type. In a provisioning role, you can use the default account template. However, you can create your own account templates for any endpoint that you have configured.

Follow these steps:

1. Log in to the User Console and select Endpoints, Manage Account Templates, Create Account Template.

   A screen appears with a list of endpoint types.

2. Select an endpoint type for the template.
3. Complete the Account Template tab.
   1. Provide an account template name.
   2. Select Use Strong Synchronization for the maximum correlation of the account template and endpoint account.
4. Complete the Endpoints tab.
   1. Select an endpoint.
   2. Define Endpoint Name as the system name of the endpoint or localhost if that applies.
5. Complete the Account tab.
   1. Modify the rule strings in percent signs if necessary. The rules strings define the format of Login fields for the account.
   2. Enter a %AC% rule string in the Account Name field. You enter this string because account names must be unique.
6. Complete the fields in the other tabs or use the default values.

   Each endpoint type has a different set of tabs. Click Help for field definitions.

7. Click Submit.

CA CloudMinder creates the account template and makes it available for use in provisioning roles.