Content templates

What are content templates?

Content templates are templates that you create once and that administrators — and optionally employees — can select from. You can create content templates for addresses, links, and files.

There are 2 options:

• Only administrators can always select from content templates
• It can be configured so that both administrators and employees can select from content templates

You can find the content templates under Team Settings -> Profile Design -> Content Templates. Here, you can create new templates or edit existing ones.

Note: Templates currently cannot be configured based on units, meaning they always apply to all employees in the company. If a template is updated, the changes are automatically applied to all profiles using that template.

If you want to define templates as default content that should appear the same across all profiles, take a look at the article “Set Up Default Content”.

If you want to create templates for contact attributes, such as a dropdown list for different job positions, check out the article “Customize Profile Fields”.

How do I use the templates?

Once you have created templates for addresses, links, or files, you can use them as follows:

For administrators:

If you are an administrator, you can select from templates while editing employee profiles by navigating to the profile overview, selecting an employee, and then choosing from your templates in the relevant field (address, link, or file).

For employees:

If you want your employees to independently select templates in their own profiles, you can adjust the editing permissions accordingly.

To do this, navigate to Team Settings -> Editing Permissions.

Under 7. Address Templates, 8. Link Templates, and 9. File Templates, you can enable or disable templates for employees.

For employees:

Employees can also select and add templates in their profiles, depending on their editing permissions.

In the following videos, you can see how employees can select from the created templates in their profiles.