Template Management
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.
Step 1:
Click on the Manage tab
Step 2: Optional
Use the Show Only Library Templates Filter to find template

Step 3:
Select the template you would like to update
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Step 4:
Click the edit link
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Step 5:
Click the Templates Properties caret
Scroll down to Who Can Use section
Step 6:
Select appropriate option

Step 7:
Click the Save button
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Step 1:
Click on the Manage tab
Step 2: Optional
Use the Show Only Library Templates Filter to find template

Step 3:
Select the template you would like to update
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Step 4:
Click the edit link

Step 5:
Click the Templates Properties caret
Step 6:
Click in the Template Name field to edit

Step 7:
Click the Save button
