Managing Template User Permissions

User permissions can be managed on a template-by-template basis which allows you to have full control of who can see, access, and/or edit each template.

Users: In order to manage template permissions, you must be an Administrator or a Member who has been given ‘can edit’ permission by your Administrator.

How to manage template user permissions

To manage template permissions, first click the cog next to the template’s name in your dashboard.

Next, click the “Share template” button in the right-hand menu.

To invite a new user or group, type their email address or name in the provided field and click their name to add them. If they are a new user, click “Add” to invite them.

Check the box underneath to invite them someone as a guest.

Note: This works in the same way when you manage folder permissions.

View or change permissions for existing users

You can see the template permissions of existing users in the lower part of the permissions screen. If you are an admin, you can change a user’s permission level by using the dropdown next to their name.

What do user permission levels mean?

Learn more about managing user permissions, folder permissions, and checklist permissions.


 

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