> For the complete documentation index, see [llms.txt](https://help.security.gallagher.com/smb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.security.gallagher.com/smb/site-configuration/create-a-site-template.md).

# 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](#creating-a-new-site-template), [view](#viewing-a-site-template), [edit](#editing-a-site-template), [delete ](#deleting-a-site-template)and [apply ](#using-a-site-template-for-a-new-site)a site template.<br>

<details>

<summary><mark style="color:orange;"><strong>Creating a new Site Template</strong></mark></summary>

1. Log into the [SMB Installer Portal](https://app.halo.gallagher.com/installer/)
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:

   <table><thead><tr><th width="206">To...</th><th>then...</th></tr></thead><tbody><tr><td>Create a template based on an existing site</td><td><ol><li>select <strong>EXISTING SITES</strong>.</li><li>From the <strong>Existing Sites</strong> drop-down list, select a site on which to base the template. All of this site's <a href="#what-information-can-be-saved-in-a-template-as-of-may-2025">applicable items and settings</a> will be included in the template.</li></ol></td></tr><tr><td>Create a template based on a standard regional hardware kit</td><td><ol><li>select <strong>HARDWARE TEMPLATE</strong>.</li><li>from the <strong>Hardware Template</strong> drop-down list, select the hardware template on which to base the template.</li></ol></td></tr></tbody></table>
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?](#what-information-can-be-saved-in-a-template-as-of-may-2025) 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](/smb/site-configuration/site-actions/display-names.md) for details.&#x20;
11. If you made any edits to the template, click the **SAVE** button.

</details>

<details>

<summary><mark style="color:orange;"><strong>Using a Site Template for a New Site</strong></mark></summary>

During the [Create a Site](/smb/site-configuration/create-a-site-or-demo-site.md) process, on the **Setup** screen, the option is available to use a site template to create the new site.

</details>

<details>

<summary><mark style="color:orange;"><strong>Viewing a Site Template</strong></mark></summary>

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.

</details>

<details>

<summary><mark style="color:orange;"><strong>Editing a Site Template</strong></mark></summary>

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.

</details>

<details>

<summary><mark style="color:orange;"><strong>Deleting a Site Template</strong></mark></summary>

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**.

</details>

### **What information can be saved in a template?&#x20;**<sup><sub>***(updated June 2025)***<sub></sup>

{% tabs %}
{% tab title="HARDWARE" %}

* Hardware item names
* Input and Output ON/OFF states
* Doors, Door names & Door settings with Access Schedules applied
* Readers, Reader names
* 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.*
{% endtab %}

{% tab title="AREAS" %}

* Area Groups
* Area names
* Exit & Entry Delay settings
  {% endtab %}

{% tab title="MONITORING" %}

* Monitoring information will *not* be saved as part of the template. &#x20;
* Monitoring information is considered site-specific.
  {% endtab %}

{% tab title="SCHEDULES" %}

* Access Schedules
* Default Access Schedules&#x20;
  {% endtab %}

{% tab title="SMB APP" %}

* Display Names

*Information that requires a site to be activated, e.g. user schedules, arming schedules, etc., will not be saved as part of the template.*
{% endtab %}
{% endtabs %}


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