Configuration templates help you save time and ensure consistency when onboarding new clients in your Partner Space. They let you define in advance who will manage a client and which integrations will automatically apply to them, so every new client starts with the right setup from day one.
Why use configuration templates
Creating a configuration template means you don’t have to repeat the same setup steps for each new client. Templates:
Automatically assign users to manage new clients.
Automatically assign the right subscription plan (and who pays for it).
Automatically connect the right accounting integrations.
You can still edit or override settings for individual clients at any time.
Creating a configuration template
Go to Clients in your Partner space.
Click the cogwheel icon at the top-left of the screen.
Under Configuration templates, click Create new.
Step 1: Name and description
Enter a name and a description for your template, then click Continue.
Step 2: Assign users
Select the users who will automatically be assigned to manage any client created with this template, then click Continue.
Step 3: Choose a subscription plan
Select which plan to automatically assign to clients with this configuration, and who pays for the subscription. Confirm you understand the pricing policy, then click Continue.
Step 4: Add integrations
Select the integrations that will be automatically linked to clients created with this template. Click Save template to finish.
Managing templates
From the list of existing templates, click the three dots next to a template to:
Mark as default: The template will apply automatically to new clients if you don’t specify a template.
Edit: Update the users or integrations assigned to the template.
Delete: Remove a template that’s no longer needed.
You can have multiple templates, but only one default template at a time.
Using a template when adding a new client
When adding a new client:
A pop-up appears asking you to Choose a configuration template to start.
The default template is selected automatically, but you can select another one if needed.
Click Continue and follow the usual client creation steps.
The configuration from the selected template is applied automatically: assigned users, integrations, and settings. You can still make changes to the client’s configuration afterwards.
Important notes
You can edit a template at any time. Changes will apply only to future clients, not existing ones.
Each Partner space comes with one default template.
FAQs
Can I use different templates for different types of clients?
Yes. You can create as many templates as you need. For example, one per accounting software. small businesses and one for larger clients.
Can I assign users automatically to every client?
Yes. Just add those users in Step 2 of your template setup.
If I change a template, will it update existing clients?
No. Templates only apply to clients created after the change.