Change a library template's permission level

Navigate to your template by selecting the Manage tab.

Select the Templates filter in the left rail.

Single-click the template you want to edit, and then select the Edit Template link in the right panel.

Select the Template Properties dropdown to expose the configurable properties for the template.

Configure Who can use the template.

This setting will grant access to the template based on the uploading user:

• Only me - This option will only make the template available to the uploading user.
• Selected Groups (Enterprise only) - Enterprise accounts have the option to associate a template with multiple groups. If the option is not available to you, contact your administrator to request the option be enabled.
• 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.
  • Moving the user that uploaded the template to another group will not break this template-group association.
  • The template is made available to edit for the account-level admin and the group-level admin of the user's group in the Shared Libraries menu.
  • Changing the Group relationship of the template will remove it from access for the previous group, but will not impact agreements that have already been sent using the template.
    
• Any user in my organization - Every user in the account will have access to use the template.
  • The template is made available to edit for the account-level admin in the Shared Libraries menu.

Save when done.