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Templates Promotion

< 1 min read

While Editor role allows users to update templates in a workspace, it is restricted in many organizations to update templates without approval. So it is normal situation, when workspace has only users with Reader role.

How to create a promotion request #

A Reader (or Editor as well) can request to create a new template or change an existing one. 

  • For this, copy an existing template to your private workspace or create a new one there. 
  • In you new template in private workspace click on the 3 dots to the right of the template name and select Template Promotion. 
  • Specify the New Template’s Name and the Department. Choose whether you want to create a new template or replace an existing one.
  • Click + Create request. Your request will appear in the admin’s Promotion Requests Inbox. The admin can then approve it. You can also view your Requests history in the Template promotion tab.

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