ℹ️ Quick Overview: Template Managers have special permissions to create, edit, publish, and organize templates and clauses across your workspace, helping maintain document consistency and quality.
Understanding the Template Manager Role
Template Managers can:
- Create and edit templates and clauses
- Publish templates for team use
- Organize templates in folders
- Share templates across workspaces
- Lock templates to prevent unauthorized edits
Archive outdated templates
Assigning Template Manager Role
- Go to Team Members page
- Find the user you want to promote
- Toggle the "Template Manager" permission on