Global Change Templates

Standardise your change management across every client with Global Change Templates. Create a template once at the organisation level, and every company tenant under your MSP can use it to raise pre-approved Standard Changes.

What Are Global Templates?

In ChangeBreeze, a Change Template is a reusable, pre-approved blueprint for Standard Changes. Templates define the title, description, implementation plan, test plan, and rollback plan with optional variables that get filled in at creation time.

Previously, templates were scoped to a single company. If you wanted the same Firewall Rule Update template across 10 clients, you had to create it 10 times.

Global Templates solve this. A single template, created at the organization level, is instantly available to every company tenant in your organisation.

Key Benefits

- Create once, use everywhere — No more duplicating templates per client.

- Consistent processes — Every company follows the same approved procedure.

- Centralised control — Only organisation administrators can create, edit, or delete global templates. Client users can view and use them, but can't modify them.

Creating a Global Template

Step 1 - Select the Global Tenant:

In the sidebar, switch your active tenant to Global (the global scope). This is only available to organisation-level users

Step 2 - Navigate to Templates:

Go to Changes → Templates. You'll see all templates across your organisation, including any existing global templates marked with a purple Global badge.

Step 3 - Click Create Template:

Click the Create Template button in the top-right corner. You'll see a warning banner:

Creating a Global Template

Be aware this is a global template available for all customers. Please use generic, non-customer-specific details.

This is your reminder to keep the template content generic avoid referencing specific client names, IP addresses, or environments. Use variables instead.

Step 4 - Define Variables:

Variables are placeholders that get filled in when someone creates a Standard Change from your template. For example:

Variable Name	Description
server_name	Server Name
maintenance_window	Maintenance Window
change_reason	Reason for Change

Variables appear as $server_name in your template content and are replaced with actual values at change creation time.

Step 5 - Write Template Content:

Fill in the template fields using your defined variables.

Template Information

This section is used for the template name and description. Variables are not used in this section. Create a description and set the risk and initial approver for the standard change control.

Template Content

Title Template — e.g. Server Restart - $server_name
Description Template — e.g. Scheduled restart of $server_name during $maintenance_window
Implementation Plan — Step-by-step instructions using variables where needed
Test Plan — Verification steps
Rollback Plan — Recovery steps if something goes wrong

Step 6 - Select an Approver and Submit

The selected approver (must have the global tenant selected) reviews the template and clicks Approve Template. Once approved, the template becomes available for Standard Changes across all companies.

Using a Global Template to Create a Standard Change

Step 1 - Select a Company

Switch to the specific company tenant you want to create the change for. Global templates cannot be used from the "All Companies" view, you must select a target company.

Step 2 - Create a New Change

Changes → Create Change

Step 3 - Select "Standard" Change Type

Choose Standard as the change type. The template dropdown will appear.

Step 4 - Choose the Global Template

Global templates appear in the dropdown prefixed with "Global -" to distinguish them from company-specific templates. For example:

Global - Server Restart Procedure
Global - Firewall Rule Update
FortiGate Firmware Update (company-specific)

Select your global template.

Step 5 - Fill in Variables

If the template has variables, input fields will appear. Fill in the values specific to this change (e.g. the actual server name, maintenance window, etc.).

Step 6 - Review and Submit

The title, description, implementation plan, test plan, and rollback plan are auto-populated from the template with your variable values substituted in. Review everything, set the schedule, and submit.

Standard Changes created from approved templates are automatically approved. No additional approval workflow is required.

Viewing and Managing Global Templates

Template List

On the Templates page (/changes/templates/), global templates display a purple Global badge. When viewing from a company tenant:

You can view global template details
The 3-dot menu shows View Details only (no Edit or Delete)

When viewing from the global tenant (All Companies):

The 3-dot menu includes Edit Template and Deactivate options

Auto Complete for Variables

You can now use variable autocomplete when writing Standard Change templates. As you type in the template fields (title, reason for change, and each implementation/test/rollback step), entering a $ will trigger a dropdown of available template variables you’ve defined (e.g. $username, $server_name). Keep typing after the $ to filter the list, then select a variable with click, Enter, or Tab the variable is inserted at your cursor position. This keeps templates consistent, reduces typos, and makes building reusable templates much faster.

FAQ

Q: Can I convert an existing company template to a global template?

A: Not directly through the UI. You would need to create a new global template and copy the content across. We may add a "promote to global" feature in a future release.

Q: What happens if I deactivate a global template?

A: It will no longer appear in the Standard Change dropdown for any company. Existing changes created from the template are not affected.

Q: Can company users see who created a global template?

A: Yes, the template detail page shows the creator's name and creation date.

Q: Do global templates count towards any limits?

A: No, global templates are not counted against any per-company template limits.

Q: Can I use variables in global templates?

A: Absolutely, variables are the recommended approach for global templates. They let you keep the template generic while allowing company specific values at change creation time.

Global Standard Change Templates