How do I share a template with my team?
Give teammates access to a template — or a whole folder of templates — using Allow and Deny.
Templates are company-scoped, and you can grant specific teammates access to them. Sharing a template gives full access to it — there are no separate view-only or edit-only tiers.
Share a single template
- On the Templates page, open the template's row menu.
- Click Share with team. The Share template modal opens.
- For each teammate, choose an effect:
- Allow ("Can access") — grants access to the template.
- Deny ("Denied") — explicitly blocks access.
- Revoke — removes the explicit setting so the teammate falls back to their role's default access.
- Save. The modal notes that "Changes apply when you save."
As the modal explains, "Sharing grants full access to this template." There is only one access level — anyone you share with can work with the whole template.
Share a whole folder
- Open the folder's menu and choose to share it. The Share folder modal opens.
- Use the same Allow / Deny / Revoke effects for each teammate.
- Save.
Sharing a folder grants full access to every template inside it — now and in the future. It is the quickest way to give a team access to a whole set of templates.
Access tags in the interface are hints only. The actual permissions are enforced on the server, so a teammate marked Denied cannot reach the template regardless of what the UI shows.