/
1.2.9 Templates

1.2.9 Templates

Templates allow for a quick account creation. It works only with the retail and wholesale type. When a new account is created all the settings except for the login, password and balance are copied from the template file.

 

The list of all templates are shown in the Clients/Templates menu. You can delete an existing template or create a new one.

To create a new template press the ADD button located on the left side and in the dialog window enter the name of the template and optionally a description.

Limits for the agent can be set under the general tab.



Related content