How can we create a template on our partner that we can use when we set up new organizations?
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Templates on your partner can be used to create an organization where the settings in the template are added directly. This function is smart to use if the organizations you add have same settings. In this way, you don't have to add the settings manually every time. You choose the template in the startup of the new organization, and the settings in the template are automatically uploaded to the company.
Start by switch to the Partner view in the top meny and then go to the tab Templates. Choose to +Create new template.
Enter a Name for your template and press Save.
Your template is now created and saved. Now it's time to add the settings in the template. Click on the pen below the field Edit.
You are now forwarded to the settings in the template. Add the settings you want the template to contain. Switch back to the Partner view in the top meny when you are done with your template.
At any time, you can click on the Edit pen underTemplates on your partner and change the template the way you want it to be. You can also choose to delete templates, or create new templates.
When you create a new organization on your partner, you will get the opportunity to choose the template as a report recipient. Read more about how you create a organization on your partner here: Click here to read more about adding new organizations on your partner