Sharing Templates with Teammates

Learn how to easily share templates with your teammates on CloudFlo.



 

You can easily share templates to your team if you have teammates under your Cloud Flo account. To do so, simply navigate to the Template tab:

  1. Navigate to the template you wish to share, and click the Share icon
  1. A pop-up window will prompt you to select the user you'd like to share the template with

  2. Click the dropdown arrow, and select the name of the user

  3.  Once selected, the user's name will have a checkmark beside it

  4. Click "Share", and a message saying "Template shared successfully" will show appear on the top-right hand side of the screen

 

Insightful Tips:

  • Default Templates can not be shared
  • Only Owner Templates can be shared

 

Note: If you have any questions regarding the "Sharing Templates with Teammates" feature, contact us at funnelflo.ai/ There will be a chat at the bottom right.