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
![Arrow pointing to Show Only Library filter options](https://media.screensteps.com/image_assets/assets/003/682/904/original/ast3.jpg)
Step 3:
Select the template you would like to update
![Selection of template](https://media.screensteps.com/image_assets/assets/003/682/906/original/ast8.jpg)
Step 4:
Click the edit link
![Arrow pointing to edit link](https://media.screensteps.com/image_assets/assets/003/682/907/original/ast7.jpg)
Step 5:
Click the Templates Properties caret
Scroll down to Who Can Use section
Step 6:
Select appropriate option
![Highlight of Who Can Use section](https://media.screensteps.com/image_assets/assets/003/682/909/original/ast5.jpg)
Step 7:
Click the Save button
![Arrow pointing to Save button](https://media.screensteps.com/image_assets/assets/003/682/910/original/ast6.jpg)
Step 1:
Click on the Manage tab
Step 2: Optional
Use the Show Only Library Templates Filter to find template
![Arrow pointing to Show Only Library Templates filter options](https://media.screensteps.com/image_assets/assets/003/682/916/original/ast3.jpg)
Step 3:
Select the template you would like to update
![Selection of template](https://media.screensteps.com/image_assets/assets/003/682/917/original/ast8.jpg)
Step 4:
Click the edit link
![Arrow pointing to edit link](https://media.screensteps.com/image_assets/assets/003/682/919/original/ast7.jpg)
Step 5:
Click the Templates Properties caret
Step 6:
Click in the Template Name field to edit
![Highlight of Template Name section](https://media.screensteps.com/image_assets/assets/003/682/921/original/ast0.jpg)
Step 7:
Click the Save button
![Arrow pointing to Save button](https://media.screensteps.com/image_assets/assets/003/682/922/original/ast6.jpg)