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Creating and sharing templates

Creating and sharing templates

Owned by Becky Schwartz (Unlicensed)
Last updated: Aug 31, 2023
2 min read

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.

 

Template Types

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

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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