ℹ️ You will need to have a template saved or be an administrator or publisher of an existing template library to use this feature.
To manage your existing Workflow templates and access privileges to the library:
1. On the Workflow tab, click Actions and choose Manage Templates.
2. Click the 3 lines to the right of the library you want to manage.
A new window will open with your template library. From this page you can:
Add a new template from scratch.
To find out how to upload an existing Workflow into your template library, click here.
Make changes to existing templates by selecting the individual template.
Selecting a template to amend will open a new window where you will be able to make changes with the same interface as the existing workflow tab in a deal room.
Add users to be able to access the template library with granular access privileges.
ℹ️ You will need to be a library administrator to use this feature.
Click Your users on the LHS navigation panel, then click + Add to add users to access the template library.
A summary of the available template library roles can be found below:
