Move Templates Between Groups
If a template has been created in the wrong group, you can easily move it to another one. You also have the option to rename, duplicate, or delete the template.
How to Move a Template to Another Group
Click Settings in the top right corner (the cogwheel)
Select Templates from the menu on the left
Find the template you want to move
Click the three horizontal lines under Actions
Select Move from the dropdown menu
A pop-up window will now appear:
Click the field with the user group
Choose the group you want to move the template to
Click the green "Move" button
The template is now moved to the selected group and is no longer available in the original group.
Note: You must have created at lease one other group under Users in addition to the standard "Default" group in order to move a template.
Change the Order of Templates Within a Group
You can also change the order of templates within a group. The order shown under Settings is the same as under "Send". The top template in the Default group will be selected automatically when sending a new transaction.
How to Change the Order:
Click the Settings (cogwheel icon) in the top right corner
Select Templates
Find the template you want to move
Hold down your mouse on the six grey dots to the left of the template name and drag it up or down
You have now changed the order of templates within the group.