Overview
Settings hub lets you keep selected location settings consistent across a network. Create a template once, connect it to the locations that should receive it, and use it as the source for future changes. Go to Settings → Settings hub. You need administrator access and access to the locations you want to manage.Before you start
- Decide which settings should be shared and which must remain local, such as a location’s address or payment account.
- Ensure the destination locations already have any required features or integrations enabled.
- Start with a small group of locations and verify the result before applying a template more widely.
Create a template
1
Open Settings hub
Select Settings hub from Settings.
2
Create a template
Choose to add a template and give it a name that explains its purpose, such as “Standard portal settings”.
3
Choose the settings
Add the location settings that the template should manage.
4
Connect locations
Associate the template with the locations or location network that should use it.
5
Review and apply
Confirm the selected locations, then apply the template and review each location’s result.
How templates work
Templates manage settings values, not every record belonging to a location. They are designed for repeatable configuration such as portal behavior, branding choices, or common operational settings. When you update a template, use the hub to synchronise the revised values to its linked locations. The hub shows the locations connected to a template and records when its settings were last updated.Best practices
- Keep templates focused: use separate templates for portal settings, billing policy, and integrations.
- Use clear names that identify the affected locations and purpose.
- Maintain a short list of intentional local exceptions outside the template.
- Review a location after every template change, including its member portal where applicable.