Template Management

Expand or collapse content Template Viewing Permissions

Templates have three different options for who can view the templates. Please see the descriptions below to determine the appropriate option. 

Only me

  • This option will only make the template available to the uploading user

Any user in my group

  • Setting the template at the group level will create a logical association between the template and the group the uploading user is currently part of. 
  • All members of the group will have access to the template

Any user in my organization 

  • Every user in the account will have access to use the template.
Expand or collapse content Update Viewing Permissions

Step 1:

Click on the Manage tab

Arrow pointing to Manage tab

Step 2: Optional

Use the Show Only Library Templates Filter to find template

Arrow pointing to Show Only Library Template Filter
Arrow pointing to Show Only Library filter options

Step 3:

Select the template you would like to update

Selection of template

Step 4:

Click the edit link

Arrow pointing to edit link

Step 5:

Click the Templates Properties caret

Scroll down to Who Can Use section

Arrow pointing to Template Properties caret

Step 6:

Select appropriate option

Highlight of Who Can Use section

Step 7:

Click the Save button

Arrow pointing to Save button
Expand or collapse content Update / Change Template Name

Step 1:

Click on the Manage tab

Arrow pointing to Manage tab

Step 2: Optional

Use the Show Only Library Templates Filter to find template

Arrow pointing to Show Only Library Templates filter
Arrow pointing to Show Only Library Templates filter options

Step 3:

Select the template you would like to update

Selection of template

Step 4:

Click the edit link

Arrow pointing to edit link

Step 5:

Click the Templates Properties caret

Arrow pointing to Template Properties caret

Step 6:

Click in the Template Name field to edit

Highlight of Template Name section

Step 7:

Click the Save button

Arrow pointing to Save button