Share a template

On the Small Business plan and above, you can share individual templates as well as folders of templates.

Share an Individual template

To share an individual template, open the template and click on "Share":

You can share with a Workspace Group, or with individuals. To share with individuals, add the email address of the person you want to share with under the "Individuals" section. Be sure to use the email address associated with their Mixmax account. Or type out the name of a Group in the Groups section:

You can choose whether to give read-only (can view) or read-write access (can edit).

Revoke access to a template

If you want to revoke someone's access to a template, click the trash can icon next to their name.

Share a template folder

To share a template folder, select the folder and then click the Share this folder button in the top:

When you share a template with someone, they'll receive a notification email, and will be prompted to accept the template.

If they don't yet have a Mixmax account, they'll be invited to create one. Once they create their account, the template (or folder of templates) will be there waiting for them. Individual templates will appear in their Shared with me folder.

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