> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing Templates

> How to share report templates with your team

# Sharing Templates

Share your custom templates with colleagues to ensure team-wide consistency in report generation. Template sharing enables collaboration and standardization across your organization.

## Template Visibility Options

Templates can have different visibility levels:

| Visibility  | Who Can See              | Who Can Use              | Who Can Edit |
| ----------- | ------------------------ | ------------------------ | ------------ |
| **Private** | Only you                 | Only you                 | Only you     |
| **Shared**  | Selected users           | Selected users           | Only you     |
| **Public**  | Everyone in organization | Everyone in organization | Only you     |

## Sharing a Template

<Steps>
  <Step title="Open Your Template">
    Navigate to the Templates section and find the template you want to share.
  </Step>

  <Step title="Access Sharing Settings">
    Click the **Share** button or access template settings and find the sharing options.
  </Step>

  <Step title="Choose Sharing Level">
    Select the visibility level:

    * **Private** - Keep for personal use only
    * **Shared with specific users** - Select individuals
    * **Public to organization** - Available to everyone
  </Step>

  <Step title="Add Users (for Shared)">
    If sharing with specific users, search for them by name or email and add them to the share list.
  </Step>

  <Step title="Save Settings">
    Confirm your sharing preferences. Users will now be able to see and use your template.
  </Step>
</Steps>

## Sharing Permissions

When you share a template, others can:

**Use the template:**

* Generate reports using your template structure
* View template sections and descriptions

**They cannot:**

* Modify your original template
* Delete your template
* Change sharing settings

<Info>
  Shared users can clone your template to create their own editable version.
</Info>

## Managing Collaborators

### Viewing Who Has Access

To see who can access your template:

1. Open the template
2. Go to sharing settings
3. View the list of users with access and their permission levels

### Changing Permissions

To modify a collaborator's access:

1. Open template sharing settings
2. Find the user in the access list
3. Update their permission level from the dropdown
4. Changes take effect immediately

### Removing Access

To revoke someone's access:

1. Open template sharing settings
2. Find the user in the access list
3. Click **Remove** next to their name
4. Save changes

### Changing Visibility

To change from shared to public (or vice versa):

1. Open template sharing settings
2. Select the new visibility level
3. Adjust user list if needed
4. Save changes

## Transferring Template Ownership

Template owners can transfer ownership to another user:

1. Open the template sharing settings
2. Find the collaborator you want to make the new owner
3. Click **Transfer Ownership**
4. Confirm the transfer

After the transfer:

* The selected user becomes the new template owner
* You retain access but can no longer manage sharing settings
* The new owner gains full control over the template

<Warning>
  Ownership transfer cannot be undone by you. The new owner would need to transfer it back.
</Warning>

## Using Shared Templates

When someone shares a template with you:

1. Find it in the Templates section under "Shared with me" or the public templates list
2. Click to preview the template structure
3. Use it when generating reports

### Making a Personal Copy

To customize a shared template:

1. Open the shared template
2. Click **Clone** or **Duplicate**
3. The copy is added to your personal templates
4. Edit the copy as needed

<Tip>
  Always clone templates before making changes. You cannot edit templates owned by others.
</Tip>

## Template Sharing Best Practices

### For Template Creators

**Document your templates:**

* Write clear template names and purposes
* Describe each section thoroughly
* Include usage guidance in the description

**Maintain consistency:**

* Update templates when standards change
* Communicate updates to users
* Version template names if needed (e.g., "Company Analysis v2")

**Consider your audience:**

* Share broadly used templates publicly
* Keep specialized templates shared with relevant users only
* Remove outdated templates to avoid confusion

### For Template Users

**Use shared templates consistently:**

* Follow the intended structure
* Don't over-customize for one-off needs
* Provide feedback to template creators

**Clone before modifying:**

* Create personal copies for customization
* Keep original shared templates intact
* Name clones clearly (e.g., "Company Analysis - My Version")

## Organizational Template Management

For teams with standardized reporting needs:

### Establishing Standard Templates

1. Identify common report types used across the team
2. Create master templates for each type
3. Share publicly within the organization
4. Communicate template availability to team members

### Template Governance

Consider assigning template ownership:

* **Template owners** - Create and maintain standard templates
* **Template users** - Use templates without modification
* **Template contributors** - Suggest improvements to owners

### Updating Shared Templates

When standards change:

1. Notify users before making changes
2. Update the template
3. Communicate the updates
4. Consider keeping old versions temporarily

<Warning>
  Changing a shared template does not update reports already generated from it. Only new reports will use the updated structure.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't find a shared template">
    Check that the sharing was completed successfully. Ask the template owner to verify you're on the access list. Look in both "Shared with me" and public template sections.
  </Accordion>

  <Accordion title="I can't edit a shared template">
    You cannot edit templates owned by others. Clone the template to create an editable personal copy.
  </Accordion>

  <Accordion title="Users say they can't see my shared template">
    Verify you saved the sharing settings. Check that you added the correct email addresses. Ensure users are logged into the correct accounts.
  </Accordion>

  <Accordion title="I accidentally shared a template publicly">
    Return to sharing settings and change visibility to Private or Shared with specific users. Remove public access immediately.
  </Accordion>
</AccordionGroup>