# Template Permissions

Source: https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/permissions/

Check templates belong to the whole organization rather than to a datastore, so working with a template is governed by the **user role**. The checks a template creates live on datastores, so creating them also needs a **team permission** on each target datastore. For the full reference of user roles, see [User Roles](https://userguide.qualytics.io/settings/access/users/permissions/).

## User Roles

| Action | Member | Manager | Admin |
| --- | --- | --- | --- |
| View templates in the Library and open a template's page | Allowed | Allowed | Allowed |
| Read a template's Timeline, comment, and reply | Allowed | Allowed | Allowed |
| Create a template, from the Library or from a check | Not allowed | Allowed | Allowed |
| Edit a template, its description, or its tags | Not allowed | Allowed | Allowed |
| Bulk edit templates | Not allowed | Allowed | Allowed |
| Add one or several checks from a template | Not allowed | Allowed | Allowed |
| Archive a template | Not allowed | Allowed | Allowed |
| Export templates to an enrichment datastore | Not allowed | Allowed | Allowed |
| Delete another user's comment on a template | Not allowed | Not allowed | Allowed |

## Team Permissions for the Checks

Creating a check from a template also needs a team permission on the datastore that will hold the check, the same as creating any check:

| Action | Minimum team permission on the target datastore |
| --- | --- |
| Add a single check as **Draft** | **Drafter** |
| Add a single check as **Active** | **Author** |
| Add multiple checks (always created as **Draft**) | **Drafter** |

Once created, each check follows the permissions of its own datastore. See the **Permissions** page of its rule type, linked from [Getting Started with Checks](https://userguide.qualytics.io/data-quality-checks/checks/getting-started/).

## Key Details

- **Editing a template with linked checks.** An edit that reaches the linked checks, such as new tags, or any change on a locked template, also needs access to every datastore that holds one of them. Without it, the edit stops with `Cannot update this template: it has linked checks in datastores you do not have access to`. **Admins** are not limited by this.
- **Modules.** Creating a template, or a check from one, requires the module for the template's rule type. Existing templates and their checks stay editable. See [Feature Availability](https://userguide.qualytics.io/using-the-platform/module-availability/).
- **API.** The same rules apply through the API. See the [Templates API](https://userguide.qualytics.io/data-quality-checks/templates/api/) page.

## See Also

- **How Templates Work**

  What a template defines, how checks are created from it, and what Locked and Unlocked change.

  [How Templates Work](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/how-it-works/)
- **Filter Permutations**

  How `each()` in a template's filter creates one check per value, and how adding or removing values changes them.

  [Filter Permutations](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/filter-permutations/)
- **Template Overview**

  Every part of a template's Overview: Summary, Description, Definition, and Timeline, plus the page's tabs and actions.

  [Template Overview](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/overview/)
- **Template Checks**

  Every check created from the template, across datastores, and how to review the drafts it creates.

  [Template Checks](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/checks/)
- **Template Anomalies**

  The anomalies found by every check created from the template, and how to triage them from the template's page.

  [Template Anomalies](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/anomalies/)
- **Template Examples**

  Scenarios that show when a template pays off, and whether to lock it.

  [Template Examples](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/examples/)
- **Template Best Practices**

  How to name, lock, and maintain templates so their checks stay trustworthy.

  [Template Best Practices](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/best-practices/)

*Last updated: November 10, 2026.*