Connector Guides › Connectors Guide › Connecting to Endpoints › RSA Authentication Manager SecurID 7.1 Connector › Connector Specific Features › Account Management › Create an Account Template

Create an Account Template

You can create account templates that specify a set of attributes and for all users assigned the account template.

To create account templates

1. Click the Roles task button and select the RSA SecurID 7 [DYN Account Template] type in the Object Type drop-down list.
2. Click New.

   The RSA SecurID 7.1 Account Template dialog appears.

3. On the Endpoints tab, specify an endpoint for this account template.
4. On the General 1 tab, specify the users details and account credentials for accounts provisioned with this template.

   Important! If you are creating an account template for trusted users, delete the rule string %P% from the Password field. If you do not delete the rule string, the account template creation for the global user will fail.

5. On the General 2 tab, specify the authentication settings for users that are provisioned with this account template.

   Important! If you are creating an account template for trusted users, delete the rule string %XD% from the Start date field, and delete the rule string %UL% from the Last name field. If you do not delete the rule strings, the account template creation for the global user will fail.

6. On the Identity source tab, specify the identity source that accounts based on the template are assigned.
7. On the RADIUS Profile tab, specify the RADIUS profile that accounts based on this template are assigned.

   On the Administrative Roles tab, specify the administrative roles that accounts based on the template are assigned.

8. On the Member of (Trusted Groups) tab, specify the trusted groups that accounts based on the template are members of.
9. On the Member of tab, specify the groups that accounts based on the template are members of.
10. Click OK.

    The account template for the RSA endpoint is created.