Use shared templates

If you want other users to be able to use your template:

  1. Set up template sharing. You can configure access settings for individual users, teams, departments, or the entire company.

How to set up access to a template

To change the access settings for a template:

  1. On the top Tracker panel, click  → Template management.

  2. Select an option:

    • Issues to edit issues templates.

    • Comments to edit a comment template.

  3. If necessary, click to filter out extra templates.

  4. Click Access rights next to the desired template.

  5. Set permissions to Read, Write, and Grant rights for the following categories:

    • Users and robots — Individual settings for individual users. To add a user to this category, enter the login or the user's name in the search bar at the top of the table.

    • Groups — Settings for departments and teams. To add a new department, enter its name in the search bar at the top of the table.

      Tip. To add all of your company's employees at once, select the All employees group.
    • Roles — Settings for users who have specific roles for the template:

      • Owner — The owner of the template. By default, the owner is the person who created the template. They're the only ones with the rights to Edit and Grant permissions.

      • Queue team member — Users who are members of the queue team that the issue is assigned to.

Shared templates are available to all users on the Select tab.

How to share a template

To share a template with a coworker, send a link to the template:

  1. On the top Tracker panel, click  → Template management.

  2. Select an option:

    • Issues to edit issues templates.

    • Comments to edit a comment template.

  3. If necessary, click to filter out extra templates.

  4. Next to the desired template, select  → Copy template link.

  5. Copy the contents of the browser's address bar and send it to the person you want to share it with.

Note. The user will only be able to see the template if they have read access to it.

How to enable a shared template

If you have read access to the desired template, you can use it to create issues and comments. To do this, enable a template:

  1. On the top Tracker panel, click  → Template management.

  2. Select an option:

    • Issues to edit issues templates.

    • Comments to edit a comment template.

  3. If necessary, click to filter out extra templates.

  4. Find a switch next to the desired template and set it to .