Making Configuration Easier
What is a Template (Sub-)Account?
A Template Account is a Platform Account acting as a container for Sub-Accounts Templates created with a default configuration and values. These Template Sub-Accounts are used to copy their pre-determined configuration to other new Sub-Accounts. This is especially useful in case of the same parameters and values being used for multiple Sub-Accounts, thus reducing the time to set up new sub-accounts to less than a minute. A Sub-Account Template is usually disabled since it is only used for copying purposes and not for processing.
What Does a Platform Account Template Do?
A Template Platform Account acts as a container for Template Sub-Accounts.
Creating a Template Account for a Platform Account
A Template Platform Account is created as any other Platform account (see Platform Account Onboarding Wizard), only usually it is named Template to easily identify it.
What Does a Sub-Account Template Do?
When using a Sub-Account Template when setting up a new account in the Sub-Account wizard, all configuration data and values of the Template Sub-Account are copied to the new Sub-Account:
- Processing Values
- Fees and their values
- Payout configuration
Of course, each of these values can be changed according to your needs when you are going through the Sub-Account wizard.
When using a Template please make sure that Sub-Account specific data (which values are also copied from the Template) is correct/changed:
- MID
- Processor Details
- Sub-Account Payout Bank Details
Creating a Template Sub-Account
A Template Sub-Account is created as any other Sub-Account (see Sub-Account Onboarding Wizard), however it is usually named with a name related to the template it represents, so it can be easily identified for copying purposes, and it is marked as Template Account. Template Sub-Accounts can be filtered down on the Sub-Accounts’ page. Therefor, go to the Sub-Account Details tab and select Template in the Status drop-down.
