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Workday User Guide
Last Updated: 2023-06-23
Reference: Template Actions Available Based on Permissions

Reference: Template Actions Available Based on Permissions

These tables summarize the primary actions available for templates based on the state of the template and the user's permission level.
Actions in bold text indicate that the available actions are different based on whether the template is available to run or not.
The Can Run permission level indicates that the template was distributed to the person, but not shared with them.

Distributed and Available to Run

Action
Can Run
Can View
Can Comment
Can Edit
Owner
Run template
X
X
X
X
X
View template
X
X
X
X
Comment on template
X
X
X
Edit template
Rename template
X
X
Copy template
X
Note 1
Note 1
X
X
Export template
Note 1
Note 1
X
X
Share template
Note 2
X
Note 1: Allowed only if the workbook owner selected the
Commenters and viewers can copy, download, and print
option when sharing.
Note 2: Allowed only if the workbook owner selected the
Editors can share
option for the workbook when sharing it.

Not Available to Run (can be edited)

Action
Can Run
Can View
Can Comment
Can Edit
Owner
Run template
View template
X
X
X
X
X
Comment on template
X
X
X
Edit template
X
X
Rename template
X
X
Copy template
X
Note 1
Note 1
X
X
Export template
Note 1
Note 1
X
X
Share template
Note 2
X
Note 1: Allowed only if the workbook owner selected the
Commenters and viewers can copy, download, and print
option when sharing.
Note 2: Allowed only if the workbook owner selected the
Editors can share
option for the workbook when sharing it.