Share a template

A template can be used when creating a new event, ensuring consistency across events, and is easily shared with other buyers in your organization. After you create a template, you can share it with all of the buyers in your organization or with other buyers in your assigned teams. You can only share a template if you created the template or you are the Admin for your organization. If necessary, you can also remove access to the template.

Share a template with organization

1

From the menu, select Templates. The Templates screens displays.

2

For the template, click actions and then select Share. The Share template window displays.

3

From Share with, select Entire Company.

4

Click Confirm.

Share a template with teams

1. For the template, click actions and then select Share.

1

From the menu, select Templates. The Templates screens displays.

2

For the template, click actions and then select Share. The Share template window displays.

3

From Share with, select All Teams I'm in.

4

Click Confirm.

Remove access to a template

1

From the menu, select Templates. The Templates screens displays.

2

For the template, click actions and then select Share. The Share template window displays.

3

From Share with, select Not shared.

4

Click Confirm.