Administration Guide
Site Template Reference
Reference for the instance-wide Site Template: scope, six subsystems, and the seed-only propagation model.
Note: This page covers instance-level administration in App Management. It is used by Global Administrators.
Menu path
Admin Center > App Management > Site Template (visible to Global Administrators only).
Scope
| Property | Value |
|---|---|
| Visibility | Global Administrators only |
| Persistence | Always present at the instance level |
| Affects | New Sites at the moment of creation |
| Does not affect | Sites that already exist |
Six subsystems
The Site Template node has six pages under it. Each page mirrors its per-Site counterpart in shape and field set.
| Subsystem | Path under Site Template | Mirrors per-Site page | Notes |
|---|---|---|---|
| Notification templates | /Notification templates |
Site Settings > Notifications > Notification templates | Same four-category layout: System, Administrative, Standard, Conditional. |
| Reports | /Reports |
Site Settings > Reports | Default report templates available in a new Site's Reports module. |
| Web reports | /Web reports |
Site Settings > Reports > Web reports | Default web report records seeded into a new Site. |
| Change history tracking | /Change history tracking |
Site Settings > Settings > Change tracking | Default enabled flag, retention, category, and sub-attribute selection. |
| Tools | /Tools |
Site Settings > Customization > Tools | Default Tools catalog copied into a new Site. |
| Snapshot storage | /Snapshot storage |
Site Settings > Snapshot storage | Default Snapshot storage configuration copied into a new Site. |
Propagation model
| Action | Effect on existing Sites | Effect on the next created Site |
|---|---|---|
| Edit a Site Template record | None | Inherits the new value at creation |
| Add a Site Template record | None | Inherits the new record at creation |
| Delete a Site Template record | None | Does not get the deleted record at creation |
| Create a new Site | - | Snapshot of the current Site Template is copied in |
There is no "apply template to existing Sites" action.
Site Settings vs Site Template
| Surface | Scope | Visibility | When changes take effect |
|---|---|---|---|
| Site Settings | One Site | Site Administrator and Global Administrator | Immediately, on the affected Site |
| Site Template | Instance defaults for new Sites | Global Administrator only | At the next Site creation |
Constraints
- The Site Template has no visible version history in the UI.
- The exact set of fields exposed in each subsystem may vary by deployment.
- Template records are not enforced as policy on existing Sites. Drift between the template and existing Sites is expected.
RBAC
| Action | Site Administrator | Global Administrator |
|---|---|---|
| View the Site Template | no | yes |
| Edit any Site Template subsystem | no | yes |
| Apply the Site Template to a new Site | no | yes (implicit at Site creation) |
| Apply the Site Template to an existing Site | n/a | not supported |