Templaters settings
Manage your templater roster — staff, freelance, or a mix in the same organisation.
Staff vs freelance
| Staff templater | Freelance templater | |
|---|---|---|
| Billing | Counts as a billable seat | Does not use a seat |
| How work is given | Office assigns jobs | Claims offers in the Templater portal |
| Where they work | Restricted shop dashboard | Templater portal (can work across shops) |
Steps
- Go to Settings → Templaters.
- Invite a templater by email and choose staff or freelance.
- For freelancers, configure tier settings — preferred templaters see offers first, then standard tier.
- To control what templaters can do on assigned jobs (issues, uploads, comments, forms, schedule), use Field access.
See Setting up templaters for the full guide.
/dashboard/settings/templaters)