Gallagher SMB

Create a Site Template

A site template is a predefined setup or configuration that provides a consistent structure for creating new sites. Site templates can be created from scratch or be created from the configuration of an existing site.

Site templates can reduce the time to configure a site, ensure consistency across related sites, and reduce errors that arise from manually entering configuration.

All SMB Installer Portal roles — Install Technician, Install Manager and Organization Manager — can create, view, edit, delete and apply a site template.

Creating a new Site Template

  1. Log into the SMB Installer Portal

  2. Click on the drop-down box located at the top of the page.

  3. Select Site Templates. The table contains all available site templates, and for each site template, who created it, creation date, who last modified it, and last modified date.

  4. Click the ADD NEW SITE TEMPLATE button. The 'Add New Template' wizard displays.

  5. Enter a Template Name.

  6. Select your desired option:

    To...
    then...

    Create a template based on an existing site

    1. select EXISTING SITES.

    2. From the Existing Sites drop-down list, select a site on which to base the template. All of this site's applicable items and settings will be included in the template.

    Create a template based on a standard regional hardware kit

    1. select HARDWARE TEMPLATE.

    2. from the Hardware Template drop-down list, select the hardware template on which to base the template.

  7. Click OK.

  8. The Hardware tree for the site template appears. The items in the site or hardware template on which you based the template are present.

  9. If required, add or remove items from the template. Refer to What information can be saved in a template? for information about editing templates.

  10. If required, click the Display Names button and change how the role names will be displayed in a customer's app. Refer to Display Names for details.

  11. If you made any edits to the template, click the SAVE button.

Using a Site Template for a New Site

During the Create a Site process, on the Setup screen, the option is available to use a site template to create the new site.

Viewing a Site Template

  1. Click on the drop-down box located at the top of the page.

  2. Select Site Templates. The table contains all available site templates, and for each site template, who created it, creation date, who last modified it, and last modified date.

  3. Click the Site Template name. If required, search for the site template with the search bar.

  4. The Site Template opens to the Hardware tree.

Editing a Site Template

  1. Click on the drop-down box located at the top of the page.

  2. Select Site Templates. The table contains all available site templates, and for each site template, who created it, creation date, who last modified it, and last modified date.

  3. Click the Site Template name. If required, search for the site template with the search bar.

  4. The Site Template opens to the Hardware tree.

  5. Make the required changes to the site template. Changes appear in the pending changes panel.

  6. Click the SAVE button.

Deleting a Site Template

  1. Click on the drop-down box located at the top of the page.

  2. Select Site Templates. The table contains all available site templates, and for each site template, who created it, creation date, who last modified it, and last modified date.

  3. Click the Delete (trash can) icon next to the Site Template that you want to delete. If required, search for the site template with the search bar.

  4. A warning lightbox appears. Click DELETE.

What information can be saved in a template? (updated June 2025)

  • Hardware item names

  • Input and Output ON/OFF states

  • Doors, Door names, Door settings, Door schedules

  • Readers, Reader names

  • Areas and delay settings

  • Site Actions

    • Site Name - the name will be saved and used to identify the template.

    • Credentials - Credential settings are not included in the site template, i.e. adding, removing or changing credential groups, and credential group settings for tags or user code length.

The Controller ID and hardware serial numbers will not be saved as part of a template.

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