Templates

Last updated: March 9, 2025

Reassign template ownership

Learn how to reassign the ownership of your templates to users thavia the web app.

What is template ownership?

When a user creates a template in SafetyCulture, they become its owner. Template ownership determines who has full administrative control over that template, including the ability to edit, share, and manage access. As organizations evolve and responsibilities shift, template ownership can be reassigned so ownership reflects your current team structure.

The Manage access page showing the option to change the template owner.

Template and inspection ownership can only be reassigned by the owner to other users in the same organization.

Reassign template ownership

  1. Log in to the web app (opens in new tab).

  2. Select Templates in the sidebar or select it in More.

  3. You can filter the list to show templates that you own by clicking Add filter next to the search field, then selecting Owned by, checking the box on the left-hand side of your name, and clicking Done.

  4. Click the template and select Manage access in the side panel.

  5. In the access builder, click Edit rules on the bottom of the page.

  6. Click Template owner at the top of the "Access level" column.

  7. In the side panel, click your username, then search and select the user you want to reassign ownership to. Change the ownership of a template via the web app.

  8. Click Done.

  9. Click Save and apply. This notifies the new owner of the reassignment via email and gives your account "Conduct, edit, delete" access.

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