All team members can use templates, but creating, editing, and managing them requires the Manage templates permission. This is a user-level permission. This article explains what that means and how to manage it as an account owner or a team member with the Manage team permission.
What team members can do
Team members with the Manage templates permission can:
Create new templates
Edit existing templates
Unpublish templates
Delete templates
Use templates when issuing documents and SignPages
Team members without the Manage templates permission can:
Use templates when issuing documents and SignPages
In short, everyone on your team can use the templates that have been created and published. Only team members with the right permission can create and manage them.
How to assign the "manage templates" permission
You can mange the "manage templates" permission in the settings of your account.
1. Enter the settings
Click Settings in the left-hand menu, then click Our Team.
2. Find the team member you want to update
Click the three dots next to their name.
3. Open their settings
Tick the Manage templates checkbox.
4. Click Save.
The team member can now create and manage templates on your account.
Tips & tricks
Not sure which permissions to assign? See Understanding permissions for a full overview.
If a team member cannot see the option to edit a template, check whether they have the Manage templates permission enabled.