How to share and unshare a template with other accounts

Do you or your team use multiple accounts across Concep Send? If so, you may want to utilize our sharing functionality to make sure all your templates are accessible to your team.

Click Templates in the main navigation

Click the drop-down menu arrow to the right of the template you would like to share and click Sharing.

If you haven't shared the template before, click into Add Share and from there you can either share it company-wide or by the individual user. Click the Add Share button to add another user when this is complete.

Please note the level in which you can share templates depends on your admin settings.

Next, we will be looking at how to unshare a template.

Go back into Templates from the main navigation page and find the template you want to unshare.

Click the drop-down menu as shown above and select Sharing

Find the contact you want to unshare the template with and click Delete