Sharing Templates with Your Team

Control who can see and use your templates by setting access rights. Share templates with your team so everyone uses the same layouts.

Access Rights

Every template has an access right that controls who can see and use it.

Access Level Who Can Use It
Private Only you. No one else on your team can see or use this template.
Team Everyone on your team. Team members can search for and add this template to their estimates.
Note: Templates you create are set to Private by default. Change the access right to Team to share with your team members.

Changing Access

  1. Open the Template

    Go to the Templates screen and open the template you want to share.

  2. Find the Access Right Setting

    In the template editor, look for the Access Right dropdown.

  3. Select Team

    Change the access right from Private to Team. The template will immediately become available to all team members.

Tip: Share templates for your most common services so your entire team creates consistent, professional estimates.