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How can I show my team my templates?
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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 Teamsmenu and select theCustom Permissionsoption. - Then click the
New Custom Permissionbutton.
- A dialog box will appear with fields such as
Users,Entity type,Select teams,Resources and PermissionsandAccess Types. - To allow permission to templates, in the Resources and Permissions section, select
Templatesand then choose the access permissions. - In the Access Types field, choose the
Allowoption, then click theSavebutton. - 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
Deleteoption. The user’s permission will also be canceled if you delete the record.