How do I publish templates?

Cloze offers two options for templates:

1. Published
2. Drafts (unpublished)

Published templates can be placed in three different types of Libraries:

1. My Library - is your personal library (only you can see templates in this library). 
2. Your team library (Staging) - staging is only visible to people with permission to see it.
3. Your team library - visible to everyone on your team.

Staging Library

Only Admins or other team members with the appropriate permission can save to a team library. 

If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have the option to save a template to a  Staging Library or your team's shared Library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library. 

Save to Staging

Typically the Staging Library is used to store templates that are still in process or have yet to be approved. When the template is ready, it can be moved to your team library. 

Share a staged template with your team

Template Publishing Role Permissions 

Publishing / Sharing templates to your team requires the appropriate Cloze team member role permission. 

Staged templates in your team Library are only visible to other administrators or team members with the appropriate role permissions to share templates. 

It is common to create a custom Cloze role (e.g. Marketing) and assign these permissions to it.  

1. Enable this permission to share templates with your team.
2. Enable this permission to stage templates in the Staging Library. 

Publishing a template 

Publishing a non-draft template to your team Library makes it visible to your team. 

1.) Tap on the checkmark next to a template you wish to publish. (You can select multiple templates at once.)

2.) After selecting the template (or templates) you want to publish, tap on the Bulk Action menu.

3.) Tap on Publish and then you will see two shared team libraries you can select: 

1. Your team library (Staging) - staging is only visible to people with permission to see it.
2. Your team library - visible to everyone on your team.

In the example below, the team name is "Wellesley Realty": 

• Wellesley Realty (Staging) - Templates published to the Wellesley Realty (Staging) Library are only visible to Wellesley Realty team members with permission to see this Library. 
• Wellesley Realty - Templates published to the Wellesley Realty Library are visible to all team members on the Wellesley Realty Cloze team.

4.) After you tap on a library, tap on the Publish button.