- On the left navigation, click Manage Marketing > Manage Templates.
- Use the search bar to find the template.
- On the right side of the page, click Actions > User Settings.
- User the search bar to find the user.
- Check the box next to the user's name.
- Click Change Settings (pen and paper icon).
- Under Media Settings, update/check the following settings:
- Template Access - Choose Add Access.
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Co-Marketing Partner Access (if applicable) - Allow access for co-marketing partners.
- New partners added by a user after the template is setup also receive access to the template automatically when account are linked.
- A cost split markup must be saved before you can assign access for co-marketed pieces.
- Proof Approval Process (if applicable) - Choose an approval flow if the template needs to be approved prior to being published.
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Organization Cost Share % (if applicable) - Use this to specify the amount the organization will cover for their user if an order is placed on a markup template.
- Ex: If a loan officer and real estate agent are to split the cost of pieces from this template 50/50, and this field is given the value 60, then if the loan officer creates a piece and submits an order worth $100, the organization would be responsible for 60% of the loan officer’s $50 share, or $30. (The loan officer would then pay the remaining $20 from their share, while the agent would still pay $50.)
- Organization Cost Share Approver (if applicable) - Use this to specify which user must approve the order request before it is sent to the print vendor if the template has markup and an organization cost share %.
- Click Submit.
