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Becky Schwartz (Unlicensed)

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If the permission is granted, users can save charts they create as Templates. Global Templates can be used by other users. Private Templates can only be used by the template creator.

CreatingGlobalTemplates.mp4

Aura divider
summaryLearn More
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Table of Contents
Aura divider
summarySteps to Create Templates
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Template Types

  • Global template: Can only be created and edited by users with the Global Template Administrator permission. Only It is only visible and accessible to users with the Global Template Viewer permission

  • Private template: Only visible and accessible to the single user who creates the Private Template

Aura divider
summarySteps to Create Templates
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Steps to Create Templates

  1. With Custom Charts in “Edit” mode, in the bottom left corner, click Save current chart as template

  2. In the Save Template options pop-up, select a Template Type

  3. In the text box, give your template a name

  4. Click Save template

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Aura divider
summaryAura Divider
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Aura inline button
summaryYouTube Tutorials
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Aura inline button
summaryContact Support
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Aura inline button
summaryMarketplace Listing
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