Manage Templates

Templates are notifications you can save for repeated use. When you use a template to compose a notification, you can update any details before you send it. If you have Publisher permissions, you can view, pin, and use templates. If you have Write permission for a template, you can edit, share, and delete it.

To manage templates

1. On the main menu, select Notifications. The Notifications page opens.

2. Click the Templates tab.

3. Perform any of these actions:

   Pin a Template

   Click the pin icon for a template to pin it to your favorites.

   Edit a Template

   Templates can be updated to ensure they are current and useful. If you have Write access to a template, you can edit it when you manage notification templates.

   1. Click the edit icon . The template opens.

   2. Update information as appropriate.

   3. Click Review and Save.

   4. Click Save Template. The Save Template window opens.

   5. Update information as appropriate. For more information, see Update a Template's Appearance.

   6. Click Save.

   Update a Template's Appearance

   Templates are displayed as cards on the Select New Notification or a Template page and on the Templates tab. You can update the appearance of those cards to make them easier to find and use when you do these tasks.

   • Create a Notification Template

   • Manage Notification Templates

   1. Click the more icon then select Manage. The Save Template window opens.

   2. Enter this information:

      Template appearance fields

      Option	Action
      Title	Enter a Title for the template.
      Icon	Click an Icon to apply it to the display card for the template.
      Template Color	Click a Template Color to apply it to the display card for the template.

   3. Click Save.

   Send a Template as a Notification

   If you have Publisher permissions, you can create and send a notification using a template when you manage notification templates.

   1. Click the review and send icon . The Review and Send page opens.

   2. Review the content and update it, if necessary.

   3. Select the Reviewed and ready to send checkbox.

   4. Click Send Notification.

   Share a Template

   With the appropriate permissions, you can share templates with people and organizations. You can configure or remove their Read and Write permissions when you share or manage templates.

   1. Click the more icon then select Share. A window opens.

   2. Perform one of these actions:

      Template sharing actions

      To	Do this
      Make the template accessible only to you	Click Private.
      Make the template accessible to everyone	Click Public.
      Make the template accessible to certain organizations	Click + Add Organizations. The Select Organizations page opens. Select the checkbox for one or more organizations. On the upper right, click Select. The organizations are listed on the window. For each organization, select Read or Write.
      Remove an organization's access to a template	Select the checkbox for each organization for which you want to remove permissions to the template. Click Remove Organizations.

   3. Click Share.

   Delete a Template

   1. Click the more icon then select Delete. A confirmation window opens.

   2. Click Delete.