Managing org templates

Zoom Whiteboard users can submit personal templates to their organization which can be reviewed and approved by admins for use by all users. Admins can add a new management permission to new and existing roles, allowing them to approve, reject, and manage org (organization) templates.

Note: This feature is only available for accounts with a Whiteboard Plus license.

This article covers:

• How to approve or reject org templates
• How to grant org template management permission

Prerequisites for managing org templates

• Account owner or admin privileges

How to approve or reject org templates

Admins and users belonging to roles with both whiteboard and template management view permission and org template management edit permission can approve, reject, and manage org templates that are submitted by users.

1. Sign in to the Zoom web portal.
2. Click Account Management, and then click Whiteboard Management.
3. Click the Org-Wide Templates tab.
4. To the right of the template, click the ellipsis icon and select from the options:
   • Preview: Allows you to view an image of the template and the description before approving or rejecting a template.
   • Approve: Allows you to publish the template to the entire organization.
   • Deny: Allows you to reject the template and send a custom note to the submitter.

Note: Submitting a template to an organization will create a duplicate copy owned by the organization. Any edits to org template after it is submitted will not impact the submitted copy. The user who submitted it for approval will receive an emailed notification with the decision.

How to grant org template management permission

Account owners can grant admins new roles, allowing them to approve, reject, publish, unpublish, and manage the org templates that are submitted by users.

1. Sign in to the Zoom web portal.
2. Click User Management, and then click Roles.
3. Create a new role or edit an existing role.
4. Scroll to the Whiteboard section.
5. Next to Whiteboard Management and Template Management, select the View or Edit check box to grant the ability to view the Whiteboard Management tab under Account Management.
6. Next to Org Template Management, select one of the following: 
   • Click the View check box to grant the ability to preview submitted whiteboard templates.
   • Click the Edit check box to grant the ability to preview, approve, deny, delete, and modify whiteboard templates. Selecting the Edit check box automatically selects the View check box.

     Org templates will appear in the My Organization section of the templates dashboard.