---
title: "Templates in Sapera"
description: "Create and manage templates used as the basis for new tenants in Sapera."
url: https://support.sapera.io/en/articles/522-templates-in-sapera
collection: "Application Builder"
updated: 2026-07-07
language: en
alternates: [da]
---

# Templates in Sapera

Create and manage templates used as the basis for new tenants in Sapera.

### What are templates?

Templates are predefined configurations used as a starting point when a new tenant is to be created in Sapera. A template determines which features should be available and ensures a consistent setup across tenants.

The screen is visible only to DBO administrators and users logged in within a template context.

### How to access the screen

From the hamburger menu in the top-left corner of Sapera, open **Financial**.

In the left menu, select **Template**.

If you cannot see the menu item, you probably do not have permission to access it. Contact support.

### Overview of fields in the list

**Name:** The template's unique identifier. Cannot be changed after creation.

**Description:** Optional free-text description of the template's purpose.

**Schema initialization:** Shows the status of the database schema's initialization after creation.

**Model initialization:** Shows the status of the data model's initialization.

**Master data initialization:** Shows the status of the master data (metadata) initialization.

**Schema:** The database schema name the template is linked to.

### Create a new template

1\. Click the button with the plus sign (New) at the top of the screen.

2\. Fill in the **Name** field. The name must be unique and can be a maximum of 20 characters. It cannot be changed after creation.

3\. Optionally fill in the **Description** field with a short explanation of the template's purpose.

4\. Select the **features** to be enabled for the template by ticking them in the tree structure. Use the buttons **Select all** and **Select none** to select or deselect all features at once.

5\. Save by clicking **Save** or apply changes via the form ribbon.

### Edit an existing template

1\. Select the desired template in the list.

2\. Click the edit button (pencil) at the top, or double-click the row.

3\. You can change the **Description** and adjust the selected **features**. The name cannot be changed.

4\. Save the changes.

### Delete a template

Select the template in the list and click the delete button (cross). The action is permanent.

### Set up a template (Start/Finish setup)

The button group **Start setup** / **Finish setup** allows you to temporarily log in to the template's context to configure settings directly on the template, as if you were logged in as a tenant based on that template.

1\. Select a template in the list and click **Start setup**. The system switches to the template context.

2\. Make the desired configuration changes in the relevant modules.

3\. Click **Finish setup** to return to the normal DBO context. It is not possible to start setup of a new template before the ongoing setup is finished.

### Rerun installation

If the installation process for a template fails, you can select the template and click **Rerun installation** to attempt the installation again.

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**Want to know more?**

Read more in these related articles:

[

Product templates

A product template is a configurable collection of product fields that controls which dynamic fields are available on products and product categories. Templates can organize fields into named groups and mark fields as visible in the webshop.

](https://support.sapera.io/en/articles/500.md)[

Standard texts

Create and manage standard texts that can be inserted into SMS messages and emails. Learn about content types, location inheritance, sorting and the lookup dialog.

](https://support.sapera.io/en/articles/165.md)[

Translated texts

Set up language-specific names for system types such as orders, serial number items and email categories

](https://support.sapera.io/en/articles/524.md)