How to configure the Site template
This guide shows you how to edit the instance-wide Site template — the bundle of defaults that AlloyScan copies into every newly created Site.
Read About Site template before changing anything. Edits affect future Sites only and do not retroactively modify any Site that already exists.
Note: This page covers instance-level administration in App management. It is used by Global Administrators.
Prerequisites
- You are signed in as a Global Administrator.
- You know which area you are configuring: Notification templates, Analytics, Change tracking, or Tools.
- You know the next planned Site creation that will pick up the new defaults. If no new Sites are planned, the edits will sit dormant until the next creation.
Site template areas
The Site template group contains four pages.
| Subsystem | Menu path | Mirrors per-Site page |
|---|---|---|
| Notification templates | Admin Center > App management > Site template > Notification templates | Admin Center > Notifications > Notification templates |
| Analytics | Admin Center > App management > Site template > Analytics | Analytics |
| Change tracking | Admin Center > App management > Site template > Change tracking | Admin Center > Settings > Change tracking |
| Tools | Admin Center > App management > Site template > Tools | Admin Center > Settings > Tools |
Steps
- Navigate to the subsystem page from the table above.
- Add, edit, or delete the templates, Analytics charts, Change tracking configuration, or tools.
- Save.
For Analytics, use the Enabled toggle to decide which out-of-the-box or custom Analytics charts are copied into newly created Sites.
For object-level behavior inside each area, use the corresponding current-Site administration topics as the detailed reference. The Site template layer explains defaults for future Sites; the current-Site topics explain how each item works inside one Site.
Verify
The reliable end-to-end verification is to create a new Site and inspect what got seeded.
- Navigate to Admin Center > App management > Sites > + New Site.
- Create a new Site.
- Open the new Site's per-Site equivalent of the subsystem you just edited.
- Confirm the records you set in the Site template appear on the new Site.
Existing Sites created before the edit are unaffected.
If you need every existing Site to pick up the change
There is no "apply template to existing Sites" action.
- Manual edit per Site. Walk each existing Site through its per-Site page and apply the same edit.
- API-driven edit per Site. If you maintain many Sites, use automation against the per-Site APIs or admin surfaces.