Oversikt

Templates can be configured and managed at the organisation-level under Templates in your sidebar. Administrators and Template Managers can create, edit, and delete templates, while other team members can use them but cannot make permanent changes.

For more information about specific User Roles and permissions, see User Roles.

Creating and Editing a Template

Administrators and Template Managers can create and edit team templates, and any changes are synced across the team.

For instructions on creating and editing a template in a quick-start format, see Get Started with Templates. For a deeper look at the end-to-end template process - from initial set-up through to advanced tips - visit our Template Academy.

💡 When an individual team member edits a team template, a local duplicate is created and is not synced with the original template.

alternativer for malsynlighet

maler har ulike synlighetsalternativer for å kontrollere tilgang og redigeringsstillelser:

Only me: Visible only to the creator. Ideal for personal templates you don't want to share with the team.

Team: Shared with the entire team. Team members can use but not edit these templates, ensuring everyone works from the same standardised format.

Org-wide: Published across all teams in the organisation. Only Administrators and Template Managers can publish templates org-wide.

Public: Available for individual templates but disabled for team templates. Templates set to Public are shared with all Heidi users publicly in the Template Community.

Changing template visibility

Administrators and Template Managers can change template visibility to control who can use and edit them. Visibility settings also influence deletion - templates set to Team visibility must be reassigned to Only me before they can be deleted.

Steps to change visibility

gå til maler.
Click the three dots menu (ellipsis) next to the template.
velg rediger synlighet.
Choose the visibility setting (e.g., Only me, Team, or Org-wide).
lagre endringene.

slette en mal

Administrators and Template Managers can delete team templates for all users. Take care when deleting team templates - another team member may be actively using them.

Common template deletion issues

Default or core templates

Some templates are part of a core set required for team functionality, or are designated as defaults for team members. These cannot be deleted until removed as default by all team members.

Technical issues

hvis alle innstillinger er korrekte, men slettingen fremdeles ikke er mulig, kan det være et teknisk problem som hindrer handlingen. Contact Heidi Health support for assistance.

Steps to delete a template

gå til maler.
Click the three dots menu (ellipsis) next to the template.
velg slett.
bekreft slettingen. Ensure visibility settings are correct, the template is not set as default by any team members, and no other restrictions are blocking the action.

duplisering av maler

Team members can create local duplicates of team templates to customise them without affecting the original. When an Administrator or Template Manager duplicates a team template, the duplicate is propagated to all team members.