Manage templates in the Template Library

This article applies to: UserTesting 

On this page:

• About the Template Library
• Save templates for personal use
• Save templates to workspaces
• Make templates available to all account team members

About the Template Library

The Template Library is available on the following subscriptions:

• The Template Library provides access to use, save, assign, and delete templates created on your account. This includes templates for saved audiences, screener questions, and test plans.
• Any team member with a light, standard, unlimited or creator seat can save audiences, test plans, and screener questions as personal, workspace, or account. 
• UserTesting Admins, Workspace Owners, and template owners can control which templates are available in various workspaces.
• Saving templates to workspaces maintains the relevancy and privacy of templates while supporting the autonomy of individual contributors. 

Save templates for personal use

• Any team member with a light, standard, unlimited, or creator seat can save audiences, test plans, and screener questions as personal.
• By saving as personal, only the team member who created the template:
  • Will see it in both the list of available templates and in the Template Library. 
  • Can edit or delete the template using the Template Library.
• For instructions on how to save templates, see our saved audiences, saved test plans, and saved screener questions articles.

Save templates to workspaces

• Any team member with a light, standard, unlimited, or creator seat can save audiences, test plans, and screener questions as templates to their current workspace or to any workspace they belong to with "all permissions."
• Assigning a template to a workspace means:
  • The template is available for use by all members of that workspace.
  • UserTesting Admins and the team member who created the template can edit or delete the template through the Template Library. 
  • UserTesting Admins, Workspace Owners, and the team member who created the template can assign a template to additional workspaces. 

To assign a template to additional workspaces, follow these steps:

1. From the dashboard, click Manage templates in the navigation panel.
2. Choose either the Audiences, Test plans, or Screener Questions tab to find the template you want to assign.
3. Click the the three dots menu (...) next to the template and select Assign to workspaces.
4. Choose one or more workspaces to assign the template and give workspace members access.
5. To remove template access from a workspace, deselect those workspaces under the Already assigned tab.
6. Click Update workspaces to save your changes.

Note: The Workspace Owner can assign templates only to workspaces they own. The template creator can assign templates only to workspaces they are a member of and for which they have "all permissions."

Make templates available to all account team members

• Any team member with a light, standard, unlimited, or creator seat can save audiences, test plans, and screener questions to make these assets available to all creator-users across all workspaces.
• Once a template is saved as "Account," both the team member who created it and UserTesting Admins can edit and delete it. 

To make a template available to all account members, follow these steps:

1. From the dashboard, click Manage templates in the navigation panel.
2. Choose either the Audiences, Test plans, or Screener Questions tab to find the template you want to assign.
3. Click the the three dots menu (...) next to the template and select Edit access.
4. Select Account to make that template available to everyone on the account.
5. Click Update and assign to save your changes.

Note: Alternatively, you can set the access level for an audience, screener question, or test plan template by selecting Save as template when creating the asset.

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