Super Administrators (or Global Administrators when microsites are enabled) are able to share templates with other administrators, both within your site and externally. This is a great way to share best practices with your peers. 

  • Go to the Admin tab.
  • Click the Configure Platform button from the menu on the right.
    Admin tab - Configure platform section
  • The Sitewide Templates section at the bottom of the page contains all templates created by all users on your site.
  • Click the Share button next to the template you want to share.Sitewide Competition Templates section highlighted in red outlined box. Chart showing Template names, Last Update timestamps, and then 3 links after each row: Share, Edit, and Delete. The Share link is highlighted in red outlined box.
  • A pop-up will appear where you will be able to enter the email address of the administrator you want to share the template with. The recipient will receive an email notification about the shared template.
  • The shared template will now appear in the recipient's list of competition templates.
    • To create an opportunity using the template, click Create and then select the template. Learn more.
    • If you'd like to save your own version of the template on your site, work through the creation steps and then on the Finalize page, select Save as Template. Learn more.
    • Admins can see a list of all templates shared with them by clicking the Manage tab and looking for the Shared Templates section in the lower right corner of the page. Learn more.
If you are not a Super or Global Admin but would like to share a template, submit a ticket to get the process started.

Interested in exploring and sharing more templates? Check out the InfoReady Template Library, which is available for any InfoReady Administrator.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.