Using shared templates

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If you want other users to be able to use your template:

Set up template sharing. You can configure access permissions for individual users, or the entire company.
Tell your colleagues to enable your template in their personal settings.

How to set up access to a template

To change the access settings for a template:

On the Tracker top panel, click → Manage templates.
Select an option:
- Issues to edit issue templates.
- Comments to edit comment templates.
If necessary, filter out extra templates by clicking .
Click Access control next to the desired template.
Set permissions to Read, Write, and Grant for the categories:
- Users and robots: Individual settings for individual users. To add a user to this category, enter the login or the user's name in the search bar at the top of the table.
- Groups: Settings for all employees.
- Roles: Settings for users who have specific roles for the template:
  - Owner: The owner of the template. By default, the owner is the person who created the template. They're the only ones with Write and Grant rights.
  - Queue team members: Users who are members of the queue team that the issue is assigned to.

Shared templates are available to all users on the Select tab.

To share a template with a coworker, send a link to the template:

On the Tracker top panel, click → Manage templates.
Select an option:
- Issues to edit issue templates.
- Comments to edit comment templates.
If necessary, filter out extra templates by clicking .
Next to the desired template, select → Link to template.
Copy the contents of the browser's address bar and send it to the person you want to share it with.

Note

The user will only be able to see the template if they have read access for it.

If you have read access for the desired template, you can use it to create issues and comments. To do this, enable a template:

On the Tracker top panel, click → Manage templates.
Select an option:
- Issues to edit issue templates.
- Comments to edit comment templates.
If necessary, filter out extra templates by clicking .
Find the switch next to the desired template and set it to .