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Create an Account Template

A default account template for each endpoint type is installed with the Identity Manager server. In a provisioning role, you can use the default account template or you can create your own account templates for any endpoint that you have configured.

To create an account template

  1. Select Endpoints, Account Templates, Create Account Template.
  2. Select an endpoint type for the template.
  3. Define Endpoint Name as the system name of the endpoint or localhost if that applies.
  4. Complete the fields in the tabs or use the default values.

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

  5. Select an endpoint to use on the Endpoints tab.
  6. Click Submit.