Skip to main content

Setting up templaters

Org admins manage the templater roster and portal settings.

Who can do this​

Organisation admins only.

Steps​

  1. Go to Settings → Templaters.
  2. Invite freelance templaters by email.
  3. Configure tier settings — preferred templaters see offers first, then standard tier.
  4. Templaters receive invites and access the Templater portal workspace.
Templaters settings
Screenshot: Settings → Templaters showing roster list, invite button, and tier configuration. (App route: /dashboard/settings/templaters)