Template Access Settings: Company Templates

Template Access Settings: Company Templates

Company Administrators can toggle all Templates created in a company between two permission settings:
  1. Company (available to all advisors in a company)
  2. Private (visible only to the creator of the Template)

A Company Administrator can toggle the permission setting on published Templates by selecting the Lock icon.
  1. Selecting the Lock icon will toggle the permission setting to Company at which point you will see a Shop icon.
  2. Click on the Shop icon to change it to “Private”.




A Template toggled to Company (Shop icon) allows other users in the Company to access it. Templates toggled to the Private (Lock icon) setting will Un-Publish the Template and send it back to the original owner's My Templates.
Users cannot modify Company templates including the user who created them.