Templates and defaults library
A central library of report templates, email templates, dashboard templates and default settings. New organizations are seeded from it automatically, and you can give items to existing organizations at any time.
Where to find it
Admin sidebar → Templates → Templates & Defaults (/admin/defaults). Page title Templates & Defaults Library.
Cards on the page
| Card | What you can do |
|---|---|
| System Report Templates | Library report templates are copied into every new organization. Pull into library takes an existing organization's template into the library. Give a template to one organization, or use Push to all. The trash icon deletes it from the library. |
| System Email Templates | Global email templates. Edit their content on the Email templates page, and here Push to all or give them to a chosen organization. |
| Dashboard templates | See Dashboard templates. |
| Default settings | Push the default settings to one organization, or Push to all. |
Steps: push a template to everyone
- Open the card of the template type.
- Find the template and click Push to all.
- A message says Done (or the error). Check an organization to confirm.
Tips
- Pushing copies the template, so organizations can edit their copy afterwards.
- Library changes do not retroactively change organizations that already received a copy.
- Pushing to all affects every organization, so confirm the template is final first.