You can disable system default templates and limit the sharing of custom templates at the workspace level, helping you streamline template management and maintain better control over the workspace.
Prerequisites for using this feature
Plan: Available only on Enterprise Plan
Role: Only Owner can configure
Platform: Notta Web
Disable Notta-recommended Al templates
Notta provides a set of default templates. If they do not fit in your workflow, you can hide them for the entire workspace.
Owner settings
- Click your Profile image > Settings in the upper right corner of the screen.
- Hover your cursor over the navigation bar on the left side of the settings screen and scroll down. When you see Security, click it.
- Click Feature Restriction and turn on the toggle next to Disable Notta-recommended Al Templates.
User experience
After this setting is applied, all members of the workspace will no longer have access to default templates, and the DEFAULT TEMPLATES section in Template Library will display a "Disabled" label.
Restrict custom template sharing
The workspace owner can specify who can share custom templates:
- Allowing more members increases template flexibility.
- Limiting members prevents template clutter and simplifies management.
Owner settings
- Click your Profile image > Settings in the upper right corner of the screen.
- Hover your cursor over the navigation bar on the left side of the settings screen and scroll down. When you see Security, click it.
Click Feature Restriction, and then select which members can create and share templates under Manage permissions for creating and sharing custom templates.
- Everyone in the workspace
- Only workspace owners and admins
- Only selected members or groups
User experience
Users without sharing permissions will see the Create a new template button in the Workspace tab disabled, and they cannot change the access rights of their private templates in the Private tab.
Notes:
- Users without sharing permissions can still create private templates for themselves, but cannot share them within the workspace.
- Templates that were shared by a user before their sharing permissions were revoked remain shared in the workspace. Users with Full Access to these templates can delete them or convert them to private.
- Once a template is converted to private, users without sharing permissions cannot share it again.