Home Help How can I share templates with my team?

How can I share templates with my team?

Yes! And the nice part is that each folder can be shared separately.

When you share a folder, the people you invite can access the templates inside it. You can give different people different permissions depending on what they need to do.

Share a folder

  1. Find the folder you want to share.
  2. Click the three dots (...) on the folder to open its menu.
  3. Select Share folder. It sits right below Edit, so you do not need to open Edit first.
  1. Enter one or more email addresses.
  2. Choose the appropriate folder permission for the people you are inviting.

Choose a folder permission

Here's the quick breakdown:

  • Viewer: Can use the templates in the shared folder but cannot change them.
  • Editor: Can use, add, remove, and modify templates in the folder.
  • Admin: Can manage the folder, its templates, and the people who have access.
  • Owner: Has full rights over the folder.

The screenshot shows the Viewer, Editor, and Admin options available when inviting someone. Every shared folder also has an Owner.

When everything looks right, select Send invitation email.

Done! Your teammate will receive an invitation to the shared folder.

These are folder permissions. They are separate from account roles such as Owner, Manager, and User.


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