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Updated template permissions

New

We've added extra permissions to project templates so that users who may not be template members have the ability to still apply the template to a project. Users will now have the option to choose who can apply a specific template.

To create a template or edit permissions, head to the Templates tab in Project Navigator. If creating a new template, click '+ New Project Template'. The second slide will give two options: template members or all workspace members.

If 'Template members' is selected, only template members can see and apply the template.

If 'All workspace members' is selected, all workspace members (except external users) will be able to see and apply the template.

When the template is applied, the default template members as well as the user who is applying the template will be copied over.

For existing templates, select the edit icon and apply the same settings. Please note: only the template owner or an admin can change this setting.

Thank you to Lina from Docplanner for requesting this feature!

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