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. |
| Analytics | /Analytics |
Analytics | Default Analytics charts seeded into a new Site. Global Administrators can create template Analytics charts and use Enabled to include or exclude each chart from the defaults. |
| 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. |
Analytics defaults
The Analytics Site Template page uses the same chart list and chart builder as the per-Site Analytics area, with one additional Enabled column.
| Control | Purpose |
|---|---|
| + New chart | Creates an additional Analytics chart in the Site Template. |
| Enabled | Controls whether the chart is seeded into newly created Sites. |
| Copy | Creates another template chart from the selected chart. |
| Delete | Removes the chart from the Site Template so it is not available for future Site creation. |
Out-of-the-box Analytics charts can be enabled or disabled in the Site Template. Global Administrators can also create new template Analytics charts and enable or disable them before creating new Sites.
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.
- 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 |