Category / Section
How can I show my team my templates?
Published:
1 min read
By default, team admins or members cannot access other teams’ templates. However, an Account admin can create custom permissions to allow access to all templates created by other team members.
Follow the steps below to create Custom permission:
- Navigate to the
Users and Teams
menu and select theCustom Permissions
option. - Then click the
New Custom Permission
button.
- A dialog box will appear with fields such as
Users
,Entity type
,Select teams
,Resources and Permissions
andAccess Types
. - To allow permission to templates, in the Resources and Permissions section, select
Templates
and then choose the access permissions. - In the Access Types field, choose the
Allow
option, then click theSave
button. - The custom permission will be created and the particular member specified in the Users field will have access to the templates of the team(s) specified in the Select Teams field.
- After creating the custom permission, the details will be displayed on the Custom permissions page.
- To delete the record from the custom permission page, select the user and click the
Delete
option. The user’s permission will also be canceled if you delete the record.