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Sharing a workflow template
Sharing a workflow template

Once you have created a workflow template, you can share the template with others so they can use it when creating proofs too.

Gemma avatar
Written by Gemma
Updated over a week ago

As the workflow template owner, you can share your template for others to use. You can also set whether an individual user can edit your original template.

To share a workflow template

Step 1

Open the main menu by clicking your avatar and select workflows.

Step 2 

Open the workflow template and click the shared with tab.

Share with permissions for workflow templates

Share with team

You can share the template with other members of your team to use by setting share with team to on.

Shared with workflow template tab

Share with users

To add a user who is outside of your team, or a user you’d like to allow to edit your template, click the plus icon and type their email address (you can comma separate email addresses to add multiple people at once).

Click the pencil icon next to a user to turn on/off their edit permission for the template.

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