Company Administrators can toggle all Templates created in a company between two permission settings:
Company (available to all advisors in a company)
Private (visible only to the creator of the Template)
A Company Administrator can toggle the permission setting on any published Templates, by selecting the Lock icon.
Selecting the Lock icon will toggle the permission setting to “Company” at which point you will see a Shop icon.
Click on the Shop icon to change it back to “Private”
A Template toggled to “Company” (Shop icon) allows other users in the Company to access it. Templates toggled to “Private” (Lock icon) setting will Un-Publish the Template and send it back to the original owner's My Templates.
Note that users cannot modify “Company” templates, including the user who originally created it.