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Share a project template

May 14, 2026

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You can share project templates with other team members to ensure consistent use of approved project structures across the organization.

Sharing allows multiple users to access and apply the same templates when creating projects or requests. Only project owners or admins can share templates.

To share a project template:

From the left navigation panel, go to Templates.
Select the checkbox for the template that you want to share.
Click Manage access. (On smaller screen sizes, you might need to select Actions > Manage access.)
In the Manage users popup, click Share.
In the sharing window, enter the names or email addresses of users or groups who need to use the template, and configure their permissions.
Click Share to confirm.

The specified users or groups will now see the shared template in their Templates section under the Shared with me tab and can use it while creating new projects or requests.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Share a project template

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Share a project template

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