Template Sharing

JourneyFuse templates can be shared at three visibility levels — Private, Agency, or Community. This applies to itinerary templates, resource guides, forms, and email templates.

Visibility Levels

When you share at the Community level, your template goes through an admin review before appearing publicly.

Nothing is shared until you choose to share it. A Private template stays with its author — other advisors in the same workspace cannot see it, and no setting anywhere changes that.

Sharing with a group you belong to

Some advisors belong to a second, shared workspace as well as their own — a group set up so a team can pool templates while each advisor keeps their own clients and trips separate.

By default, the group's shared library only appears while you are switched into the group workspace. An owner or admin of that workspace can change this under Settings → Agency & Branding → Team & Portal → Agency Controls, with the switch reading "Share this agency's library with members everywhere". With it on, anything shared with that group also appears in each member's own workspace, so they no longer have to switch back and forth.

What that setting does and does not do:

• Only shared content travels. Items marked Agency, and library items shared with the workspace, are included. Private and personal items never leave their owner.
• Shared items stay read-only outside the group. You can read and use a group item from your own workspace, but you can only edit it while you are switched into the group. Items you see this way carry a From <group name> badge so it is clear where they came from and why they are not editable.
• It is per-workspace and off by default. Turning it on for one group has no effect on any other workspace you belong to.

Taking your own copy

If you want to change a shared item, open it and choose Copy to my library. That creates your own private copy in your current workspace — content, sections, and photos included — which you can edit freely. The original is untouched, and your copy does not receive later updates from the group.

Sharing a Template

When saving or sharing a template, you'll see a visibility picker with three options: Private, Agency, and Community. Select the level you want and save.

The share dialog appears in:

• Itinerary template save dialogs
• Resource guide share actions
• Form template sharing
• Email template sharing

Browsing Templates

Go to Templates → Gallery to browse available templates. The gallery is organized into three sections:

• My Templates — templates you created (any visibility level)
• Agency — templates shared at the agency level by your team
• Community — public templates from other JourneyFuse users

Searching and Filtering

Use the search bar to find templates by name. Filter by type using the tabs: All, Forms, Email Templates, Itineraries, or Resource Guides.

Template Cards

Each template card shows:

• Name and type (with a colored badge)
• Description
• Clone count (how many people have used it)
• Author name

Cloning a Template

To use someone else's template, click Clone. This creates a private copy in your workspace that you can customize. The original template's clone count increases by one.

Previewing Templates

Click any template card to preview its contents before cloning. The preview shows structured details relevant to the template type — field counts for forms, destinations for itineraries, subject lines for email packs, etc.