Workspace Templates

⚠️ Section is available to Super Admin only.

Overview

Workspace Templates allow Super Admins to create standardized configurations that can be reused when setting up new schools or organisations. These templates help ensure consistency, reduce manual setup, and speed up onboarding.

Using a Workspace Template, users can generate a new instance that is automatically preconfigured with predefined settings, modules, and roles.

What Is a Workspace Template?

A Workspace Template is a high-level configuration that defines the default structure and behavior of a new instance.

Each template includes:
- Settings
General and workspace-level settings applied to the instance.
- Modules
A predefined set of workspace modules that are enabled or disabled.
- Module Default Values
Preconfigured settings for each enabled module that are applied during instance creation.
- Roles and Permissions (ACL Manager)
Default user roles and their associated permissions.

Use Cases

Workspace Templates can be used to create standardized environments for different types of organizations on the platform, such as:
- After-School Program
- Private School
- Public School
- Online Courses
- STEM Center
- Tutoring Center , etc.

Template Fields

Each Workspace Template includes the following fields:
- Title
The name of the template.
- Description
A brief explanation of the template’s purpose and use case.
- Image / Icon
A visual identifier displayed on the template preview card.
- Tags
Keywords used for categorization and search (e.g., Education, STEM, Online, After-School).
- Video (optional)
An onboarding or promotional video shown during template selection.

Workspace Templates ensure a faster, more consistent, and error-free onboarding experience.
Users are able to:
- Select a Workspace Template.
- Automatically generate a new school or company instance.
- Start with all default settings, modules, and roles preloaded from the selected template.

How to Add a New Workspace Template

1. Navigate to Admin --> Workspace Templates in the panel menu on the left.
2. Click Add in the top-right corner of the page.
3. Fill in the required fields in the form:
   - title
   - description
   - image
   - video URL
   - tags
4. Click "Submit".
5. Each Workspace Template entry can be duplicated/edited or removed by clicking on the context menu to the right of the specific template record and selecting the required action.

Managing Tags

Tags are the keywords used for categorization and search (e.g., STEM, Online, After-School, etc.)

Tags can be selected while creating a New Worskspace Template.

Adding New Tags

1. Navigate to Admin -> Workspace Templates.
2. Click the "Manage Tags" button in the top right corner of the page.
3. Click the "Add" button.
4. Insert caption.
5. Click "Submit".
6. Now the tag is available for being selected while creating a new workspace template.