• To share a template with users, groups, or companies, first click on Setup > Asset Management > Templates.

• To choose the template you would like to share, and then click on the template.

• You will then be taken to the Print Template Editor. Click on “Views” in the top right corner to bring up a menu. Next, choose “Permissions”.

• We will walk through how to share templates with groups, but you can change permissions the same way for users and companies as well. Click the box next to “Share” to share this template with a specific user, group, or company.

In this tab, you can also move the slider to choose different permissions levels.

• “View” - will let users see a template so they can create an email, landing page, website or print piece.

• “Share” - will allow them to share it with other Users.

• “Edit” - will allow them to edit the template as long as they have access to the “Setup” and “Asset Templates” section according to their role.*

• “Delete” - will allow them to delete the template as long as they have access to the “Setup” and “Asset Templates” section according to their role.*

• “Owner” - will allow Users to adjust permissions on the template, as long as they have access to the “Setup” and “Asset Templates” section according to their role.*

*(See our article on “Roles” for more details.)

• If you want the user to be notified automatically, click on the "Send Email Notification button"

• Once you are finished, click “Save”.

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Share Assets with Company Organization Lists via New Tab

Overview

A new "Organization Lists" tab has been added to the Asset Sharing interface. This feature enables Super Admins and authorized users to directly share assets with entire Organization Lists, streamlining mass distribution and access control.

Who Can Use This

✅ Super Admins

✅ Users with both:

• Company Users ≥ Create permissions

• Org Users ≥ Create permissions

Steps to Share Assets with Organization Lists

1. Navigate to the Asset

• Go to: Assets > Select an Asset (Email, Web Banner, etc.)

2. Open the Sharing Tab

• Click Sharing

3. Go to “Organization Lists” Tab

• You’ll see a new tab labeled Organization Lists

4. Select One or More Lists

• Choose from pre-created company-level organization lists

5. Click Save

Use Case Examples

• Partner Enablement

Instantly share onboarding assets with all partner organizations via a pre-defined list.

• Compliance Documents

Share updated legal documents across all regional organizations in one action.

• Internal Training Kits

Distribute internal marketing kits or LMS material to reseller companies or branches.

 Benefits