Change the permission level of a library template

A library template is a reusable document. The creator of the template can edit the fields, permissions, and name value of the template.

The permission level of the template determines what other users in your account can access and use this template.

Note:

Only the user that created the template can edit that template.

Quick steps

  1. Go to the Manage page.
  2. Click edit for the template.
  3. Expand the Template Properties section.
  4. Change permissions to desired level.
  5. Click Save.

Step-by-step

  1. To edit a Template, click the Manage tab. Scroll down to the Library Template section, then click the edit link next to the template you want to modify.

  2. Adjust any of the fields in the drag-and-drop editing screen, including the Permission level or the Name value for the template.

    To change the Permission of the library template, click Template Properties on the right rial of the authoring environemnt.

  3. You can then adjust the Permission level for this template to any of the following:

    • Only to me: You are the only user who can view and send this template.
    • Any user in my group: Any users in the same Group as you can use this template.
    • Any user in my organization: All users in your entire account can use this template.

    Click Save.

Tips from Support

  • Even if you've allowed all of the users in your account to use the template, you are the only one who can change it.
  • Setting the permissions to Any user in my group does just that. If it's necessary to make documents for another group, consider having one individual manage multiple document curator users within the account. This method keeps it simple, since there's only one person managing all of the documents.
  • Naming your templates intelligently can keep your users up to date. Prefix all of your documents with the name of the team they're for. For example, anyone can use a template called "Purchase Order," but make it "Sales - Purchase Order" so they know who it's intended for.

This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License  Twitter™ and Facebook posts are not covered under the terms of Creative Commons.

Legal Notices   |   Online Privacy Policy