🆕Department Templates
Overview
Templates allow for consistent and efficient creation of projects, groups, and departments across the network. Department Templates can be created by intranet/network admins or users with permission to create departments.
Templates let creators predefine tags, categories, permissions, admins, and modules, ensuring standardization. Users can further modify these details when creating new items.
Access the Template Creation Page
From the Departments module (User portal), select Department Tools > Create Template.
Only network/intranet admins or users with department creation rights can create templates.
Enter Department Details
As with creating a Department normally, fill in the important Department details:
Name (mandatory, 100 characters max).
Short Description (optional, 2000 characters max).
Photo (optional, recommended 250x250px).
Categories (optional, category selection only).
Permissions: Public or Private (with optional setting to allow non-members to post).
Admins: Template creator is added by default, and additional admins can be specified.
Hashtags: Optional.
Click Save & Continue to configure modules.
Configure Modules
Enable or disable modules such as Learn, News Feed, Members, Files, Posts, Trackers, Calendar, Wikis, Chats, Pages, Media Center, Ideas, Ballots.
By default, the enabled modules are: News Feed, Members, Files, Posts, Trackers, Calendar, Wikis, Chats, Pages).
Tasks are not available in department templates.
Finalize and Save
Click Save & Exit to create the department template.
Templates will now appear in the All Department Templates filter within the Departments module.
Ownership Rules for Templates
When creating a department from a template, the creator can decide whether the new space is owned by:
The template creator (default): Template creator becomes admin, current creator is not added.
Themselves (the creator): Current creator becomes admin, template owner is not added.
Any additional admins specified in the template are automatically added.
Editing a Department Template
To edit a group template after it has been created, authorized users must first navigate to the Departments module in the User Portal and locate the template. Once found, the user needs to click the “Join” button, which allows them to access the template as if it were a standard group workspace.
After joining, users can open the Admin Tools dropdown menu and make edits to details such as the name, description, permissions, categories, hashtags, or modules. All changes are saved directly to the template and will apply only to new departments created from it, leaving any existing departments unaffected.
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