Managing Template Access in the Template Centre

Organisation Admins and Template Centre Managers can manage template access directly within the Template Centre. This allows you to quickly control which teams and users can view and use specific templates across your organisation.

🙋Who can manage template access?

The following user roles can manage template access across the entire organisation:

• Organisation Admins
• Template Centre Managers

❓How to access the Template Centre

1. Navigate to the Manage tab on the left hand side
2. Select Templates
3. You will now see a full list of templates available across your organisation

From here, you can review and update access permissions for each template.

👀 Viewing template access

Within the Templates page, you can view:

• Which templates are available across the entire organisation
• Which teams currently have access to a template
• Which specific users have access to a template

This provides a clear overview of how templates are being shared internally.

✏️ Editing template access

To update access for a template:

1. Open the relevant template
2. Select the access settings
3. Choose how you would like the template to be shared

You can:

• Make the template available to the entire organisation
• Restrict access to specific teams
• Grant access to individual users
• Remove access from teams or users
• Request iterations 

Once updated, save your changes and the new permissions will apply immediately.

🧑‍💻Why use the Template Centre?

The Template Centre provides a quick and efficient way to manage template permissions internally without needing support assistance.

This helps organisations:

• Keep template access organised
• Ensure the right teams can access the right templates
• Manage permissions centrally
• Update access instantly as teams change

If you experience any issues managing template access, please contact your internal Organisation Admin, Project Lead, or reach out to Support at [e-mail] for further assistance.