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Question

Posting Templates - Public vs Private

  • January 23, 2026
  • 1 reply
  • 9 views

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I understand there are 2 Ownership options for posting templates, Public or Private.  Is there a way to share the Public templates with a select few users only?  For example, one department may want to share templates but not have them accessible by the entire company.

1 reply

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  • Superhero (Employee)
  • January 26, 2026

Hi, 

I don’t see a way to share the private templates.   Templates can be copied, the detail records can be copied from template to template.   Not the requested solution, but it does work.    If the copy template process becomes difficult to manage i.e. we need to copy 1,000 templates, I believe a BPA (Business Process Automation) could help manage the process.  Migration Job could also be used - if needs exist.