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Edit an Account Template

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

To edit an account template

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

    The account templates for the system domain you selected appear in the list view.

  3. Right-click an account template in the list view and then click Properties.

    The RSA SecurID 7 Account Template dialog appears.

  4. Complete the fields on the General 1 tab to specify the users details and account credentials for accounts provisioned with this template.
  5. Complete the General 2 tab to specify authentication settings for users that are provisioned with this account template.
  6. Complete the fields on the Identity source tab to specify the identity source that accounts based on the template are assigned.
  7. Complete the fields on the RADIUS Profile tab to specify the RADIUS profile that accounts based on this template are assigned.
  8. Complete the Administrative Roles tab to specify the administrative roles that accounts based on the template are assigned.
  9. Complete the Member of (Trusted Groups) tab to specify the trusted groups that accounts based on the template are members of.
  10. Complete the Member of tab to specify the groups that accounts based on the template are members of.
  11. Click OK.

    The account template for the RSA endpoint is updated.