Administration Guide

How to manage per-site notification templates

This guide shows you how to review, edit, and bulk-import the per-site notification templates that govern email and in-app messages emitted by a single Site.

This page covers the notification templates for the current Site at Admin Center > Notifications > Notification templates. Changes made here apply only to the current Site. Global Administrators can also copy template defaults to existing Sites.

Prerequisites

  • Administrator role on the target site.
  • For bulk import: a JSON file with the template definitions in the expected format.

Steps

Review the catalog

  1. Open Admin Center > Notifications > Notification templates.

  2. The catalog is grouped into four expandable category cards. Expand each to see its templates:

    • System — user lifecycle (New user email confirmation, Welcome to application, Password reset).
    • Administrative — app-registration lifecycle (App registration expires in 30 days, App registration expires in 7 days, App registration has expired).
    • Standard — discovery events (New SNMP device detected, New computer detected, New SNMP device added to inventory, New computer added to inventory, and others).
    • Conditional — state-based alerts (SNMP device is not active, Computer is not active, Software installed on computer, and others).

  3. Click a template name to edit it. For a Conditional event, expand the event group first to see its templates.

Edit a template

  1. Click the template name to open its editor.
  2. Edit Subject and Message. For email notifications, also edit Greeting and Signature.
  3. For a Conditional template, review Trigger conditions below the content fields. For example, SNMP device is not active has Audit name and Inactivity period.
  4. Click Save.

NOTE: Edits apply only to the current Site.

Bulk-import templates with Import JSON

  1. From the Notification templates page, click Import JSON at the top.

  2. Provide the JSON file with the template definitions.

  3. Confirm the import.

Important: Validate your JSON in a non-production site first. An incorrectly formatted import can shadow built-in templates or produce templates that fail to fire.

Verify

  1. Reload Admin Center > Notifications > Notification templates and confirm the edited or imported templates appear under the expected category card.
  2. Trigger an event that the template is configured for and confirm a corresponding row in Admin Center > Logs > Notifications with a Sent status. Check the received message on each selected delivery channel: Email includes all four content fields; In-app includes only Subject and Message.
  3. For app-registration templates, confirm that timing is correct: a 30-day-out registration triggers the 30-day template, a 7-day-out registration triggers the 7-day template, and an expired registration triggers the expired template plus a persistent red banner on every page.