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  1. Click on the Add Template icon in the Tools area.
  2. Name the template.
  3. Set account Phone Insights service access. More details on permissions  here .
  4. Set account permissions. More details on permissions permissions  here .
  5. Set account limits. More details on limits here .
  6. Assign a charging plan to the account from the drop-down list. The list contains all the charging plans available in the administrator account.
  7. Click OK to add the new service provider template. To return to the previous page without adding anything, click Cancel .

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