Sharing, Permissions & Governance

Use this guide to prevent access confusion, unintended edits, and template drift.

Ownership Model

• Any staff user can create Clara Templates.

• Only the template owner can update, delete, or revert that template.

• Non-owners can:

  • View public templates

  • Duplicate templates

  • Edit their duplicated copy

Duplicating creates a separate version under your ownership.

Visibility Controls

Within the template editor, owners can configure visibility:

• Public in Practice
  Makes the template visible to other staff within the same tenant.

• Share with Community
  Publishes the template for broader QuickerNotes community access.

Changing visibility does not transfer ownership.

Starred Templates

• Starred templates are personal favorites.

• Starring does not change ownership.

• Starred templates appear first in Clara’s template picker during generation.

Starring improves workflow efficiency but does not affect permissions.

Community Workflows

When using Community templates:

• Import the template into your tenant before customizing.

• Imported templates become tenant-owned copies.

• Community updates do not automatically overwrite your customized version.

This prevents unexpected changes to your documentation standards.

Governance Recommendations

To maintain consistency across your team:

1. Define 3–5 standard templates per discipline.

2. Make standard templates Public in Practice.

3. Share to Community only if the template contains no tenant-specific or sensitive language.

4. Require a Preview test before enabling templates for team-wide use.

Clear governance prevents duplication, confusion, and inconsistent documentation formatting.