Who else has access to templates?

See who else has access to templates

Templates you've created help you streamline your work and communication with your customers.  While some templates are only useful to you, or a specific location, others might be helpful to all of your team members. 

When you create a template, you decide who you want to share your template with:

  • This location: Only this location will have access to the template you are creating.
  • Select locations: Select which locations can access the template you are creating.
  • All locations: Allow all locations to access the template you are creating.