Vault templates

Vault templates are reusable blueprints for new vaults. A template stores a set of vault settings and, optionally, a starter set of entries. When an administrator creates a vault from a template, Remote Desktop Manager copies those settings and entries into the new vault, so every vault of the same kind starts with a consistent configuration.

Vault templates are managed in Administration – System settings – Vault management – Vault templates, and are supported on SQL Server, Devolutions Server, and Devolutions Cloud workspaces.

Vault templates apply to shared vaults only. The User vault is configured separately in Vault management – User vault and cannot be created from a template.

A vault template has two parts:

Vault settings: Templates use the same Vault settings window used during vault creation and editing, so all vault settings can be preset, from the user interface and connection options to PAM policies, security settings, and documentation. The template's Description is shown in the Vault templates list to help administrators pick the right one.
Template entries: Optional entries, such as folders, sessions, credentials, or documents, that are created in every vault built from the template. They can be added one at a time with Add – Add entry, or copied from a shared template group with Add – Import from template group.

See also