Pathway: Setup > Accounts > New Site Template
New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup process is expedited and consistent with the template's predefined values.
Field Descriptions
When a template is selected to create a new site from, fields populated in the template will auto-populate for a site.
| Field | Description |
| Name | The name of the template that will display for selection. |
| Division | The division a site using this template belongs to. |
| Source | Indicates the source of how a site originated. |
| Service Region | Indicates the service region for sites the template applies to. |
| Tax Region | Indicates the tax region for sites the template applies to. |
| Surcharge Group | Identifies the surcharge group for sites the template applies to. |
Add New Site Template
After a template is created, it is available for selection upon adding a new site. Templates can not be deleted on the front-end once created.
- Click the green + icon to open the Add New Site Template editor.
- Complete the following required fields:
- Enter a Name for the New Site Template.
- Complete additional fields based on the template's requirements.
- Click Save when finished.
Assign a Template to a Site
Site templates made using 'New Site Template' display for selection when adding a new site. Selecting a template option will automatically begin the 'Add Site' process with the preconfigured information.
