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 an existing site can be used to make a template (functionality expected in second release May 2025).

Site templates are designed to reduce the time to configure a site, ensure consistency across related sites and reduce errors from manually entering the information.

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

• Log into the SMB Installer Portal

• Click on the dropdown box located at the top left.

  • Select Site Templates.

• The Site Template table will show all site templates available and includes who created it, creation date, and last updated date.

• Click the ADD NEW SITE TEMPLATE and a new wizard appears to create a template from an existing site or hardware template. Currently, creating from an existing site is disabled.

• Enter the Name for the template.

• Select the Hardware Template to form the basis of the template

• Click OK

• The Hardware tree, based on the hardware template selected will appear.

• Create the template based on the "what information can be saved in a template?" section.

• Click SAVE

Using a Site Template for a New Site

During the Create a Site process on the Setup tab (step 9), the option is available to use an existing template to create the new site.

Viewing a Site Template

• Click on the dropdown box located at the top left.

  • Default selection shows Customer Sites

  • Select Site Templates.

• From the Site Templates site table.

• Click the Site Template name

• The Site Template will open to the Hardware tree

Editing a Site Template

• Click on the dropdown box located at the top left.

  • Default selection shows Customer Sites

  • Select Site Templates.

• From the Site Templates site table.

• Click the Site Template name

• The Site Template will open to the Hardware tree

• Make the required changes to the site template. They will appear on the pending changes column,

• Click SAVE

Deleting a Site Template

• Click on the dropdown box located at the top left.

  • Default selection shows Customer Sites

  • Select Site Templates.

• From the Site Templates table.

• Click the Delete icon next to the Site Template that needs deleting.

• A warning lightbox will appear and then click DELETE.

What information can be saved in a template? (as at May 2025)

HARDWARE

• Hardware names

• Input and output ON/OFF state

• 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.

AREAS

• Area Group

• Area names

• Exit & Entry Delay settings

MONITORING

• Monitoring information will not be saved as part of the template.

• Monitoring information is considered site specific.

SMB APP

No information that requires a site to be activated e.g. user schedules, arming schedules, etc will not be saved as part of the template.