In Cadence, templates are divided into three levels:
- personal,
- group, and
- company
Personal Template
Personal templates can be created by anyone in the organization, and only the owner of the template can edit, delete, and duplicate it. However, a manager of the same group and the admin of the organization can view the personal templates of everyone.
Group Template
Group templates can only be created by the manager of the same group and the organization's admin. The owner of the group template can delete, edit, and duplicate it, but all members of the organization can use the company's templates.
Company Template
Company templates can only be created by the admin in the organization. The owner of the company template can delete, edit, and duplicate it, but all members of the organization can use the company's templates.
Frequently asked question
- Q. Who can create personal Templates?
Ans: Anyone in the organization can create personal templates. Only the owner of the personal template can play/pause/edit their template.
- Q. Who can view personal Templates?
Ans: The owner of the personal template, the manager of the same group, and the admin can view personal templates.
- Q. Can a manager from another group view/edit/delete/duplicate/share a personal template of a salesperson of another group?
Ans: No, a manager from a different group doesn’t have access to the personal template of a salesperson who belongs to another group.
- Q. Can an admin view personal templates?
Ans: Admin can view anyone's personal template. However, he can only view and share that template.
- Q. Who can share personal templates?
Ans: Anyone who has access to a personal template can share. So, the owner of the personal template, the manager of the same group, and the admin can share a personal template.
- Q. Who can duplicate a personal template?
Ans: Only the owner of a personal template can duplicate a personal template.
- Q. Who can view/use group Templates?
Ans: Anyone in that group of the organization can view/use the group templates
- Q. Who can share group templates?
Ans: The manager of the same group, and the admin can share a group template.
- Q. Who can view company Templates?
Ans: Anyone in the organization can view/use the company templates.
- Q. Who can share company templates?
Ans: The admin of the organization can share a company template.