Templates can be Private or Public.
Private Template: only viewable from your account
Public Template: viewable to others in your company
Edit a Template so that it is viewable by other advisors in your company:
1. Click on the Templates tab
2. Under My Templates find the template you want to change and click Edit
3. Change the Sharing status from Private to Public (or vice-versa depending on your preference). Select Save.
If you need further assistance or have additional questions please contact email@example.com