Sharing a Custom Template (Web)

[Scott_Robinson]

You can share your custom templates with fellow Bluescapers! If you are an Admin, you can share templates with all members in the Organization.

You can learn more about Organization Roles by clicking here.

To share a custom template:

1. Create a custom template.

2. Click the name of the template to open the canvas toolbar.

3. Click more options. A Context menu opens.

4. Click Create Template.
   

   

5. The Add Template window opens. Click the Share Template toggle to the right to set it to the blue “on” position.
   

   

6. Click Next.

7. To share the template with certain members only, click the Share with individual(s) option.
   

   

8. Type the email address(es) of the member(s) you want to share the template in the Email Address field.

9. Click their name(s) from the drop-down list to select them.

10. Use the drop-down menu to assign each collaborator a member role when accessing the template. Select Editor if you want to allow them to update the template. Select Viewer if you do not.

11. Click Add.

12. Click Share.

Your shared template will appear in the template picker for the individuals specified.

If you are an administrator, you can share the templates with all members in your organization. To do so:

1. Click the Share with organization option in the Share Template window. Note that everyone in the organization can view the template, but only you may edit it.
   
   
2. Assign the template a category using the drop-down menu.
3. You can also assign the template a new category by clicking the Add new category button.
4. The Add new category pop-up opens. Type the desired name in the Template Category field.
5. Click Add.
6. Click Share.

The shared template is now available for the entire organization!

Note: You can only share templates with members in a template-enabled Organization. Talk to your administrator for more details.

[Mel]

Custom Level Template “Shared with the Organization” Question: Are there plans to add the ability to share with the organization and select editors? Situation: Team Admin is requested to share a custom template with the organization. The Team Admin shares with the organization. To keep the template current, the Team Admin would need to update the template every time there is a change. However, the UX would be much more efficient if the team admin could give the original template owner/requester/builder editor access to maintain the template.

[michellefs]

Hi, @Mel .
We are actively working to connect with the proper subject matter expert and gather up-to-date information for you. We will share our findings as soon as we are able. Thank you for being so patient.