Sharing templates with your team
|In MagicPost, a team shares templates through team templates. An administrator of the organization creates them on the Templates page of the admin view, and members find them in the Team tab of their template picker, ready to generate posts from. A member cannot share one of their own templates. Organizations come with the Team and Agency plans.
MagicPost team templates belong to the organization, not to the person who created them. In a team organization, every administrator can create, edit and delete them. In an agency organization, only the Owner and Super admins can: Managers and Account managers do not get the Templates page. For how teams and agencies use MagicPost, see MagicPost for employee advocacy, MagicPost for agencies and the LinkedIn post template generator page.
How to open the Templates page
Click Admin view at the top of the MagicPost sidebar. See the admin view.
Under Manage, click Templates.
MagicPost shows the Templates entry only when the Show the Templates view setting of the organization is on. In a team organization, this setting is on by default, in Settings under Preferences. In an agency organization, it is off by default: the Owner or a Super admin turns it on in Settings under Display.
The Show the Templates view setting of MagicPost only hides the management page. With the setting off, the team templates already created stay in the Team tab of the members.
How to create a team template
On the Templates page of the MagicPost admin view, click Create a template. When the organization has no template yet, the button reads Create your first template.
Fill in Template title. This field is required.
Optional: under Label, pick one of the organization's labels, or click New label to create one. A team template has one label at most.
Under Available for, keep The whole team, or turn it off and select groups and members. In an agency organization, the options are All accounts, groups and accounts. If you turn the switch off without selecting anyone, MagicPost keeps the template open to everyone.
Write the Template text. This field is required. Put the parts to customize between square brackets.
Click Create template.
A new MagicPost team template appears in the Team tab of the people it is available to. A member who already opened their template picker may need to reload the page to see a new or edited team template.
The labels of MagicPost team templates belong to the organization: they are separate from the labels each member puts on their posts and on their own templates. An organization can create a limited number of template labels, and two labels cannot share the same name.
Who sees a team template
A MagicPost team template appears in the Team tab of every person it is available to: the whole team, or the groups and members selected under Available for. A hidden team template appears in nobody's Team tab.
In a MagicPost agency organization, the account you are writing in decides which team templates you see. A team template available to one client account appears only when you work in that account. See how to work in a member's or client's account.
MagicPost shows the Team tab of the template picker when your organization has more than one member with their own login, or as soon as at least one team template is available to you.
How to edit, hide, duplicate or delete a team template
On the Templates page of the MagicPost admin view, open the three-dot menu of a template:
Edit opens the template form. Click Save changes when you are done.
Duplicate creates a hidden copy in the organization, with the same label and the same audience, so you can rework it before you make it visible.
Copy text copies the template text to your clipboard.
Hide takes the template out of the Team tab of every member. Make visible brings it back, with the favorites and the usage counter it had.
Delete asks for a confirmation, then removes the template.
Deleting a MagicPost team template removes it from the Team tab of the whole team, along with its favorites and its usage counter. MagicPost has no trash for templates. Copies that members made with Duplicate stay in their own My templates.
What members can do with a team template
In the MagicPost template picker, a team template is read-only, for members and administrators alike. From the Team tab, a member can:
Click Use this template to generate a post from it.
Click the star to add it to their favorites.
Click Copy text in the three-dot menu.
Click Duplicate to get their own copy in My templates, which they can then edit.
The Team tab of the MagicPost template picker groups team templates by the labels of the organization. To change a team template for everyone, an administrator edits it on the Templates page of the admin view.
Generating a post from a MagicPost team template works like any template: it is included in Creator, Agency, and Team, and in the free trial. On the Agency plan, only members whose seat type includes AI post generation can generate a post from a template. See how to generate a post from a template.
How the usage counter works on a team template
On a MagicPost team template, the usage counter adds up the uses of every member, and its tooltip says how many times the team used the template. On the Templates page of the admin view, sort by Uses to see which team templates your organization works with.
FAQ
Why can I not share one of my own templates with my team?
MagicPost has no sharing option on the templates of My templates. Team templates are created by administrators on the Templates page of the admin view. To pass on a template you wrote, click Copy text in its three-dot menu and send the text to an administrator, who creates the team template.
Why do I not see the Team tab in MagicPost?
The Team tab needs more than one member with their own MagicPost login in the organization, or at least one team template available to you. Profiles added with Quick add and invitations that have not been accepted do not count as members with their own login.
Why does my admin view have no Templates entry?
The Templates entry of the MagicPost admin view needs two things: the Show the Templates view setting must be on, and your role must let you manage the organization. In an agency organization, Managers and Account managers never get the page. In a team organization, every administrator gets it once the setting is on.
What happened to the templates I shared with my team before team templates existed?
MagicPost turned each template that was shared with the team into a team template available to the whole organization, with its favorites and its usage counter. The original template stays in the My templates tab of its author, visible only to them.
What happens to team templates when the person who created them leaves the organization?
Nothing changes for the team. A MagicPost team template belongs to the organization, so it stays in the Team tab, and the administrators who manage the organization can still edit it.
Need help?
Reach out via the in-app chat, or book an onboarding call: https://cal.com/magicpost/book-a-call