Share workbook templates

Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse.

User requirements

The ability to share workbook templates requires the following:

  • You must be assigned an account type with the Share documents permission enabled.
  • You must be the template owner or be granted Can edit template permission.

Template permission options

Two permission types are available for templates:

  • Can Use – allows the user to view the template and create workbooks from it.
  • Can Edit – allows the user to edit and share the template, in addition to all β€œCan Use” permissions

Share a template

  1. Open your Templates gallery page from the left-side navigation panel on your home page.
  2. Find the template you want to edit.
  3. Click its More button to open its menu.
  4. Click Open.
  5. In the workbook header, click the share icon (share icon).
    Sigma opens the Share modal.
  6. Under Member or Team, select the user(s) or team(s) you want to share with.
  7. Under Permission, select a permission type.
  8. (Optional) Include a message to send with the invitation.
  9. Click Save.