How To Configure Templately WorkSpace

Templately WorkSpace is a shared cloud folder for your team. You create a workspace, invite people by email, and add templates to it. Everyone in the workspace can then insert those designs on any WordPress site where they sign in to Templately. This guide shows you how to set up a Templately WorkSpace, invite your team and share templates with them.

My Cloud vs Templately WorkSpace #

PlaceWho can use it
My CloudOnly you. Your private storage for saved templates.
My WorkSpaceWorkspaces you created, shared with the people you invite.
Shared with MeWorkspaces other people invited you to.

Step 1: Open My WorkSpace #

In your WordPress dashboard, click Templately and sign in. See how to install Templately if you have not yet. Click your profile icon at the top right, then click My WorkSpace.

Templately WorkSpace screen with the Add New Workspace button

Step 2: Create a Workspace and Invite Your Team #

  1. Click Add New Workspace.
  2. Type a Name for the workspace, for example the client or project name.
  3. Under Add people, type a teammate’s email address and click Add. Repeat for each person. They appear under Shared with.
  4. Click Create Workspace.
Create Workspace dialog to name a Templately WorkSpace and add people by email

Each person you add is invited to the workspace. Once they accept, it shows up under Shared with Me in their own Templately account. You can skip Add people and invite your team later.

Step 3: Add Templates to the Workspace #

There are three ways to put a template in a Templately WorkSpace:

  • Save straight to it: when you save a page or section from Elementor or Gutenberg, choose the workspace instead of My Cloud in the save window, then click Save & Push.
  • From inside the workspace: open the workspace and click Add Templates. Pick a source (My Clouds, My Workspaces or Shared Workspaces), select the templates and click Add to Workspace.
  • From My Cloud: open the menu on a saved item and click Copy to WorkSpace to share a copy, or Move to WorkSpace to move it out of My Cloud.
Save window where you can choose a Templately WorkSpace instead of My Cloud

Step 4: Use Shared Templates on Any Site #

Your team opens Templately from the Elementor or Gutenberg editor on their own site, goes to My WorkSpace or Shared with Me, opens the workspace and inserts the template they need. Everyone works from the same designs, so pages stay consistent across sites.

Manage a Workspace #

Open the menu on a workspace card to Edit or Delete it. In Edit Workspace you can rename it, invite more people and see whether each invitation is Invited, Accepted or Rejected. Deleting a workspace is permanent, and Templately asks whether to delete its files too.

#

Templately WorkSpace FAQs #

  • Do my teammates need a Templately account?

    Yes. You invite people by email, and they sign in to Templately with that email to see the workspace. See how to create a Templately account.

  • Where do I find a workspace someone shared with me?

    Click Templately, then your profile icon, then Shared with Me. A workspace appears there after you accept the invitation, and you can insert its templates from the Elementor or Gutenberg editor.

  • Can I remove a template from My Cloud after sharing it?

    Yes. Use Move to WorkSpace instead of Copy to WorkSpace and the item leaves My Cloud and lives only in the workspace. With Copy to WorkSpace, the two copies are separate, so deleting one does not remove the other.

  • What happens to the templates when I delete a workspace?

    Deleting a workspace is permanent. Templately asks whether you also want to delete the files in it, so you can keep copies elsewhere first. Templates you only copied from My Cloud stay in My Cloud.

Still stuck with Templately WorkSpace? Contact our support team and we will help you out.

Updated on October 27, 2026

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