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 β allows the user to view the template and create workbooks from it.
- Can Edit β allows the user to edit and share the template, in addition to all βCan Useβ permissions
Share a template
- Open your Templates gallery page.
Access this page from either:- The left-side navigation panel on your home page, or
- The quick navigation menu (), located in the top left corner of any document page.
- Find the template you want to edit.
- Click its More button to open its menu.
- Click Open.
- In the workbook header, click the share () icon button.
Sigma opens the Share modal.
- Under Member or Team, select the user(s) or team(s) you want to share with.
- Under Permission, select a permission type.
- (Optional) Include a message to send with the invitation.
- Click Save.
Updated about 1 month ago