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
- From the , select Templates.
The Templates screens displays. - For the template, click actions
and then select Share.
The Share template window displays. - From Share with, select Entire Company.
- Click Confirm.
Share a template with teams
- From the , select Templates.
The Templates screens displays. - For the template, click actions and then select Share.
The Share template window displays. - From Share with, select All Teams I'm in.
- Click Confirm.
Remove access to a template
- From the , select Templates.
The Templates screens displays. - For the template, click actions and then select Share.
The Share template window displays. - From Share with, select Not shared.
- Click Confirm.