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How can I show my team my templates?

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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 the Custom Permissions option.
  • Then click the New Custom Permission button.

Users and teams

  • A dialog box will appear with fields such as Users, Entity type, Select teams, Resources and Permissions and Access 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 the Save 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.

Custom permission

  • 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.

Custom permissions page

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