Share and manage access to guides or templates

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Users can share their guides and templates with others currently in two ways, by sharing or adding contributors. But these two sharing flows might create confusion about what access is granted to which users.

To make the sharing process simpler, we've consolidated both of these flows into a unified "share" experience. Using this new experience, users can choose who they'd like to share their templates and guides with. Once shared, they can use the Manage Access tab to adjust "View/Edit" access to all the shared members.

Discovery

The share experience can be found within the ellipsis (…) drop-down menu inside a template or a guide.