Share a template
As an ÃÛ¶¹ÊÓƵ Workfront administrator, you can grant users access to view or edit templates when you assign their access level. A user must have a Plan license to have access to Edit templates.
For more information about granting access to templates, see Grant access to templates.
Along with the access level that you grant, a user can also receive permissions to View or Manage specific templates from other users who share them .
Permissions are specific to one item in Workfront and define what actions one can take on that item.
Considerations when sharing a template
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In addition to the considerations below, also see Overview of sharing permissions on objects.
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The creator of a template, as well as the Template Owner have Manage permissions to the template, by default. For information about designating a user as the Template Owner, see Edit project templates.
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You can share the following when sharing a template:
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The template
For more information about how to share a template, see Share project templates.
You can grant the following permissions to a template:
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View
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Manage
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The future projects which are created using the template. You can give the same levels of permissions to projects created from a template as you would an individual project.
For information about how to share a project from a template at the template level, see Share project templates.
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When you share a template or a project which is created from the template, users inherit the same permissions to all the children objects associated with the template or the project, by default.
For more information about the hierarchy of objects in Workfront, see Understand objects in ÃÛ¶¹ÊÓƵ Workfront.
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When you share a template, all the template tasks and documents, as well as the issues on the future project created from the template inherit the same permissions, unless otherwise specified.
For information about managing the access to template tasks and issues on the project based on a user’s permissions to the project, see the Access section in the article Edit project templates.
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The Workfront administrator can specify whether documents should inherit permissions from higher objects in the user’s access level. For more information about restricting inherited permissions on documents, see Create or modify custom access levels.
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You cannot share template tasks, individually. Sharing a template shares the template tasks as well. Sharing the project from the template also shares the future project tasks.
Advanced Settings for template sharing
The following table displays what permissions you can grant users when allowing them to View or Manage a template. For the instructions on sharing a template, see the section Share a template in the article Share project templates.
Add Documents
Tip: Sometimes people add documents to a project template thinking that they're adding them to a project. You can prevent this for your recipients by disabling this setting.
To understand the permissions you are granting users to projects that are created from a template, see Share a project in ÃÛ¶¹ÊÓƵ Workfront.