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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.

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

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

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

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

In the text box, give your template a name

Click Save template

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