When you add a new association template, you establish a reusable framework that can be assigned to one or more associations.
Follow these steps to add a new association template:
In CINC Connect Admin, go to Associations > Association Templates.
OR
In CINC with universal navigation, go to Associations > Setup > Association templates.
The Association Templates page displays the existing templates. Click Add New.
The New Association Template page displays. Enter the Template Name, Description, and select the appropriate Template Tier.
Note: A best practice is to include the template tier in the Template Name.
Click Continue.
A message displays letting you know that the template has been created. Click Edit Template.
The Associations tab of the new template displays.