For AI agents: the complete documentation index is available at https://www.jumpserver.com/docs/llms.txt, the full documentation bundle is available at https://www.jumpserver.com/docs/llms-full.txt, and this page is available as Markdown at https://www.jumpserver.com/docs/features/console/accounts/templates.md.
🎉 JumpServer v5.1.1 is available. See what's new →
  • v5

    • Account Templates

    An account template stores a reusable set of asset account information: username, secret type, secret policy, and related options. When many assets share the same credential, create the template once and use it from Accounts or when creating an authorization, rather than filling in the same fields for every asset.

    Open the page from Console > Templates.

    Figure 1: Account templates list showing name, username, and secret type.

    Overview

    The list columns are Name, Username, Secret type, Privileged account, and Actions. The toolbar provides search, column settings, import, export, and refresh. Templates are scoped to the current organization.

    Before you begin

    • Sign in with an account that can manage accounts.
    • The assets that will receive template accounts must already exist. See Assets.

    Create an account template

    1

    Click Create.

    2
    In the Create account template drawer, fill in the fields below.
    3

    Click Submit, or Save and continue adding to create another template.

    Figure 2: Create account template drawer with username, secret type, and secret policy.

    Field reference

    GroupFieldDescription
    BasicNameRequired. Display name of the template.
    UsernameUsername used to sign in to assets. Use null when the authentication method does not require a username; AD accounts usually use username@domain.
    Privileged accountWhen selected, batch password changes and pushes prefer accounts created from this template.
    Switch fromSign in through another account first, then switch to this one. Click Select to choose the source.
    SecretSecret typePassword, SSH key, SSH certificate, Token, or Access key.
    Secret policySpecified lets you enter the password; Randomly generated creates it from a password rule.
    PasswordShown when the secret policy is Specified. Use the generate button to create a random value.
    Password ruleShown when the secret policy is Randomly generated. Click Set to configure the rule.
    Auto pushAuto pushWhen selected, accounts are pushed to assets automatically.
    OtherCommentOptional.

    Password rule

    For Randomly generated, click Set to configure the password rule:

    FieldDescription
    LengthNumber of characters. Defaults to 16.
    Uppercase lettersInclude uppercase letters.
    Lowercase lettersInclude lowercase letters.
    DigitsInclude digits.
    Special charactersInclude special characters.
    Excluded charactersCharacters to avoid when generating. Optional.

    Template details

    Click a template's Name to open the detail drawer. The title is Account template: <name>, and tabs include Basic, Accounts, and Activity.

    • Basic shows the ID, name, username, secret type, auto push, secret policy, creator, comment, switch-from account, activation, and dates. Quick update toggles the Privileged flag.
    • Accounts lists accounts created from this template, with name, asset, secret type, activation, creation date, and actions. When no account has been added yet, the list is empty. Use Sync in the quick update area to update account information.
    • Activity shows the template's most recent 30 operations.
    Note

    The Accounts tab only shows accounts created from this template. Updating the template's secret updates the secret of those accounts as well. Add new accounts with Add from template on the Accounts page.

    Inherited and overridden fields

    Changed in v5.1.0

    When you create an account or an authorization from a template, the form explicitly identifies the fields whose values inherit from the template. The distinction separates template values from values that apply to one account only.

    • An inherited field takes its value from the template.
    • Override an inherited field when a specific account needs a different value; the value you enter applies to that record instead of the template value.
    • Changing the template's secret still updates the accounts created from it. See Template details.

    Figure 3: Create an account template

    Import, export, and maintenance

    Use the toolbar to import or export templates. Import opens the Import & create dialog, where you choose Create or Update, download the CSV or XLSX template, and upload a file up to 10 MB.

    The row menu (...) provides:

    • Delete: remove the template. Irreversible.
    • Duplicate: clone the template as a new one.
    • View: open the detail drawer.

    Use the edit icon in the Actions column to update the template.

    Warning

    Deleting a template does not delete the accounts that were created from it, but those accounts are no longer linked to a template. Deleting a template is irreversible.

    Version history

    VersionChange
    v5.1.0Added explicit identification of inherited and overridden fields when creating accounts or authorizations from templates.