Template settings let you set the defaults for new Spaces created from a Template. Open the Template and select Settings in the left sidebar.
General Settings
Use these controls to set up the appearance and visitor experience for Spaces created from this Template. Available controls depend on your account configuration.
Language: Choose the language used in new Spaces.
Branding: Set a custom company logo, background, color, top bar style or font for this Template.
Block Navigation: Show a floating menu that helps visitors move between sections on a page.
Ask for Email Entry: Ask visitors to enter their email address when opening a new Space.
Commenting: Enable or disable comments. Comments Sidebar Open by Default controls whether the sidebar opens automatically.
Get In Touch: Show or hide the contact button.
Visitor file downloads: Control whether visitors can download files, attachments and images. This does not affect your internal team.
Welcome Popup: Show a welcome message on a visitor's first visit. Turn it on and select Configure Popup to edit its text.
Manage Template
Under General Settings → Manage Template, users with permission to manage Templates can:
Archive Template: Stop it from being used to create new Spaces. Existing Spaces stay unchanged. Use Unarchive Template to make it available again.
Delete Template: Permanently delete the Template. Spaces already created from it remain, but lose their link to the Template.
Stakeholder notifications
Choose which notifications are enabled by default for stakeholders in new Spaces created from this Template. You can also control whether new stakeholders are automatically enrolled in a notification type.
Space owners manage their own notifications in their personal notification settings. See Customer Email Notifications for the available options.
Workflows
In Settings → Workflows, create automations by choosing a trigger and one or more actions. You can also activate or deactivate workflows, and edit, duplicate or delete them from the three-dot menu.
Template workflows apply to new Spaces created from the Template. Changes here do not update the workflow setup in existing Spaces. See Valuecase Workflow Automation for setup instructions.
Properties
Open Settings → Properties to see which properties this Template uses in content placeholders, visibility conditions and workflows. Only properties used in the Template appear here, grouped into Template properties and Internal properties.
Review a property: Each row shows its name, field type, whether it is required or optional, and how many references it has in the Template.
Find where it is used: Expand the row to see its use in placeholders, visibility conditions and workflows. Select a reference to open the relevant content or workflow.
Edit a property: Open its three-dot menu and select Edit property to open property management in a new tab.
Create a property: Select New property to open property creation in a new tab. Once you use it in this Template, it appears in this overview.
This screen shows property setup and usage. The field previews are read-only; you do not enter customer-specific values here.
AI Assistant
If AI Assistant is available in your settings, choose an Agent and select Save. This assistant answers customer questions using the Space content and the selected agent’s knowledge. Choose Disabled to turn it off for new Spaces.
The selection applies to new Spaces created from this Template. Existing Spaces keep their current selection.