Managing Space Templates
Create your templates to ease the process of creating a space. Decide for each what is mandatory, which app, who can create, edit or delete related spaces.
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Create your templates to ease the process of creating a space. Decide for each what is mandatory, which app, who can create, edit or delete related spaces.
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Space templates help streamline the creation of new spaces by predefining certain configurations. They enable administrators to specify what should be mandatory, which applications are included by default, and who can create, update, or delete spaces associated with the template.
🎥 Watch this tutorial video to understand how space templates work.
Go to your Platform Settings > Development > Templates > Spaces
You will see a list of existing templates including:
Template name, description, and icon
Current permissions
Number and list of spaces using the template
A toggle to activate/deactivate the template
A dropdown menu with actions
🛡️ Only platform administrators can manage space templates.
The dropdown menu provides the following options:
Create Space: Opens the space creation drawer with the template preselected.
List Spaces: Lists all spaces currently using the template.
Edit Navigation: Opens the site navigation drawer used as the default layout for spaces created from this template. You can modify structure and page layout.
Edit Properties: Modify the template's name, description, and icon.
Duplicate: Duplicate a template to reuse its configuration.
Export: Export the full template configuration for use on another server.
Delete: Permanently remove the template.
🚫 Note: default templates (Announcements, Circles, Community, Projects) cannot be deleted.
To edit a space template, click on the 3-dot icon in the Aciotns column of that space then select Edit Properties from the dropdown.
When editing or creating a template, you can define the following:
Select which steps users go through when creating a new space:
Name: Define the space's name.
Invitation: Invite members.
Properties: logo, banner, and description.
Access Control: access permissions.
Choose who can create spaces from the template and Space Coordinators for spaces of this type. Coordinators have additional permissions such as : editing navigation menus and pages, managing public sites, deleting spaces all without having to join the space.
Choices include Administrators
, Space Admins
and designated user Groups
.
Set default values that will apply when a space is created from the template:
Banner image
Categories
Editorial mode (enabled/disabled)
Access mode: Open, Request Approval, or Invite Only
Visibility: Listed or Not Listed
Define who can:
Edit the menu and pages
Manage the space public site
Delete the space
Choices include Administrators
, Space Admins
and designated user Groups
.
Click the Add button and choose:
Create: Start a new template from scratch.
Import: Upload a previously exported template.
💡 Alternatively, you can create a new template from and exiting space in Administration > Organization > Spaces.
Once created, you can configure the properties as described above.
Templates only apply to new spaces. To apply a template to an existing space:
Go to Administration > Organization > Spaces.
Select the relevant space.
In the action menu, choose Apply Template.
Select the template and choose which properties to update (navigation, permissions, etc.).
Templates are essential for structuring communities at scale. 🧩 They provide a consistent framework while allowing enough flexibility for customization when needed.