workflow · Agency
Manage the cross-tenant template library
Shared templates.
5 min to completeagency, templatesUpdated 2026-05-26 · v2
Launch this workflow
Opens /templates in your workspace
Why use this
You maintain a shared template library so every tenant under your agency reuses the same assets.
Benefits:
- Single source of truth for templates
- Scope templates to agency or specific tenants
- Promotes proven assets across all clients
Who this is for: Agency. Time to complete: ~5 minutes.
Outcome
Templates shared across owned tenants.
Steps
- Open /templates.
- Add or promote templates.
- Scope to agency or single tenant.
Related
- help-templates.