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IT Admin: How to share templates with the team members as read-only

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If you’re looking to share Gmail email templates with your team and want to ensure that they can utilize them without altering the original content, you’re in the right place.

All your team templates are stored in your Google Drive. They are stored inside the folder Gmail Templates. This folder is not shared, but sub-folders or files inside this folder will be shared with your team. Thus, if you want your templates to be shared as read-only, you only need to ensure that the folder, or templates you have in your Google Drive, are shared as read-only.

For example, if you have a marketing template, and you want other team members to access this template but not make any changes to it, you need to set the sharing options for that file and/or folder containing that template to ‘read-only.’

The best idea is to create a shared folder inside your Gmail Templates folder and then share it as read-only. This will give your team access to essential email templates for sending to recipients and your team members will be able to save templates. Below, we explain the process of sharing email templates with a team in a way that allows team members to use the templates without modifying the content. Follow these steps to create a sub-folder and assign “Viewer” permissions to a specific user:

1. Navigate to the Gmail Templates folder:

  • Go to Google Drive and sign in with your Google account.
  • Navigate to “My Drive” by clicking on it from the left sidebar.
  • Locate and click on the “Gmail Templates” folder to open it.

2. Create the sub-folder:

  • Inside the “Gmail Templates” folder, right-click on any empty space.
  • Choose “New folder” from the dropdown menu.
  • Name the new folder, for instance, “Read Only Team Templates” and press ‘Create’.

3. Share and adjust permissions:

  • Right-click on the “Read Only Team Templates” sub-folder you just created.
  • Choose ‘Share’ or click on the share icon (often represented by a person or a link symbol).
  • In the pop-up, enter the email address of the user you wish to share the folder with.
  • To the right of the input field where you typed the email, there’s a dropdown. Click on it and select ‘Viewer’.
  • Click the ‘Send’ button. The designated user will receive an email notification and will have “Viewer” permissions.

3. Move any templates already created into this folder

If you have any templates outside this folder, just move them them into that folder. Also ensure that template in question is not already shared as read-write.

Note: A user with “Viewer” permissions can still download or make copies of files, even if they can’t edit the originals in the shared folder.

Tagged:accesstemplatesteampermissions

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