Template Access Settings: Company Templates

Template Access Settings: Company Templates

Company Administrators can toggle all Templates created in a company between two permission settings:
  1. Company (available to all advisors in a company)
  2. Private (visible only to the creator of the Template)

A Company Administrator can toggle the permission setting on published Templates by selecting the Lock icon.
  1. Selecting the Lock icon will toggle the permission setting to Company at which point you will see a Shop icon.
  2. Click on the Shop icon to change it to “Private”.




A Template toggled to Company (Shop icon) allows other users in the Company to access it. Templates toggled to the Private (Lock icon) setting will Un-Publish the Template and send it back to the original owner's My Templates.
Users cannot modify Company templates including the user who created them.

    Umapped Announcement
    June 5, 2025

    Umapped to be discontinued on October 8, 2025

    After careful consideration, we have made the decision to discontinue the Umapped platform.

    We appreciate this may cause inconvenience, and we remain committed to supporting you during this transition.

    Please review our FAQ Page (https://umapped.com/faq) for detailed information about the service discontinuation.