> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tilt.now/llms.txt
> Use this file to discover all available pages before exploring further.

# Account templates

> Understand how reusable settings relate to accounts and shared models.

An account template is a saved set of settings you can copy into accounts during initial setup or later. For example, a cash-only template can set a standard cash buffer while leaving model assignments untouched.

## Copy settings into accounts

Saving a template defines the settings to copy. Applying it is a separate action: you review the proposed changes for an account and choose which to save. Application writes ordinary account settings, which you can edit afterward. It does not place trades.

A template includes only the settings you choose. Omitted settings stay untouched. For settings that support resets, a template can remove an account override and restore that setting's existing model or firm inheritance.

Intended account types help you choose a template. They do not change account registration or create automatic assignments for future accounts.

## Keep templates separate from shared models

After application, the account has no ongoing connection to the template. Editing the template changes future applications; existing account settings stay as they are. Applying it again compares the revised instructions with the account's current settings.

A model assignment copied from a template still references the shared model. Later model edits can affect assigned accounts under the usual [shared-model behavior](https://docs.tilt.now/advisor/models-and-benchmarks.md). Editing the template does not edit the model's allocation.

See [Define and apply an account template](https://docs.tilt.now/advisor/account-templates/manage.md) for the workflow, or the [reference](https://docs.tilt.now/advisor/account-templates/reference.md) for supported settings, permissions, and save behavior.


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