Importing Organization Configurations from a Template

  1. Log in to the M organization with system administrator credentials.
  2. In Reporting and Analytics, click Admin, click System, click Organizations, and then click Copy Organization Shell.
  3. Select an organization template in Source Organization Name.
  4. Select the organization you created in Destination Organization Name. The drop-down list does not show organizations that have already imported configurations from a template.
  5. Create and confirm a password for the sys admin user in the new organization.
  6. Click Copy.