Account Owners on the Premier plan of Wealthbox can share Workflow Templates across their workspaces by selecting "Yes" for the Share this template with my workspaces” option

This option will only display for the account owners of Premier and Enterprise plans.

FAQs

Can I import or export workflow templates in order to share them?

• Workflow templates cannot be exported or imported.

Can I restrict the users or workspaces to whom I share templates?

• There is no way to selectively share a template with a limited number of users or workspaces for the subscription. When the share option is toggled on, the template is shared with all users and all workspaces under the account.
  

How are shared templates edited?

• When a workflow is shared across workspaces, only users (typically the account owner) with the share permission can edit the shared workflow templates.
• Editing the original Template will update the shared template in all workspaces.
• Modifying the template in a non-original workspace will also change the template in the workspace that the template was originated in
• Modifying any workflow template will not change any in-progress workflows that were started from that template. 
• If users in the other workspaces want a customized version, they can duplicate the workflow template and make it their own.

What happens when a shared workflow template is deleted?

• Deleting a shared template from any workspace will delete the template from all workspaces. Any in-progress workflows will remain.
  

What happens when a shared workflow template is unpublished?

• Unpublishing the template in any workspace will unpublish it in all workspaces. Any in-progress workflows will remain.