> 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. # 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](https://www.jumpserver.com/docs/features/console/accounts/index.md) 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.](/images/v5/jumpserver/v5_admin_account_tpl_01.png) ## 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](https://www.jumpserver.com/docs/features/console/assets/index.md). ## 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.](/images/v5/jumpserver/v5_admin_account_tpl_02.png) ### Field reference | Group | Field | Description | | --------- | ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | Basic | Name | Required. Display name of the template. | | Basic | Username | Username used to sign in to assets. Use `null` when the authentication method does not require a username; AD accounts usually use `username@domain`. | | Basic | Privileged account | When selected, batch password changes and pushes prefer accounts created from this template. | | Basic | Switch from | Sign in through another account first, then switch to this one. Click **Select** to choose the source. | | Secret | Secret type | **Password**, **SSH key**, **SSH certificate**, **Token**, or **Access key**. | | Secret | Secret policy | **Specified** lets you enter the password; **Randomly generated** creates it from a password rule. | | Secret | Password | Shown when the secret policy is **Specified**. Use the generate button to create a random value. | | Secret | Password rule | Shown when the secret policy is **Randomly generated**. Click **Set** to configure the rule. | | Auto push | Auto push | When selected, accounts are pushed to assets automatically. | | Other | Comment | Optional. | ### Password rule For **Randomly generated**, click **Set** to configure the password rule: | Field | Description | | ------------------- | ---------------------------------------------- | | Length | Number of characters. Defaults to 16. | | Uppercase letters | Include uppercase letters. | | Lowercase letters | Include lowercase letters. | | Digits | Include digits. | | Special characters | Include special characters. | | Excluded characters | Characters to avoid when generating. Optional. | ## Template details Click a template's **Name** to open the detail drawer. The title is `Account template: `, 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](https://www.jumpserver.com/docs/features/console/accounts/index.md) 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](#template-details). ![Figure 3: Create an account template](/images/v5/jumpserver/v5_console_template_create.png) ## 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 | Version | Change | | ------- | ------------------------------------------------------------------------------------------------------------------------- | | v5.1.0 | Added explicit identification of inherited and overridden fields when creating accounts or authorizations from templates. | ## Related topics - [Accounts](https://www.jumpserver.com/docs/features/console/accounts/index.md) - [Assets](https://www.jumpserver.com/docs/features/console/assets/index.md) - [Authorizations](https://www.jumpserver.com/docs/features/console/policies/authorizations.md)