Articles on: Templates & Content Library

Editing and updating templates

Your templates aren't frozen — they should evolve as your messaging, pricing, and playbook change. Here's how to keep them fresh.

⚠️ Requires org role Admin or Pro (Pro users can only edit templates they created).

The Templates page

Everything happens from the Templates page in the left sidebar of the org-level dashboard. Each card shows:

A cover preview of the template (or No preview), with the description overlaid on hover
The template name
A meta line: Published or Draft, then Used Nx · (last updated)
An access chip at the bottom — Everyone or Limited
On room templates, a Create room button

Hovering a card also reveals a select checkbox (top-left) and the ⋯ overflow menu (next to the name).

Edit a template

Click Templates in the left sidebar.
Click the template card you want to edit — that opens the template in the editor.
The editor looks just like a room editor. Make your changes — add sections, update copy, swap videos, adjust pricing.
Changes save automatically.

Rename a template

Click the template title at the top of the editor and type the new name. Changes apply immediately.

Publish and unpublish

A template must be published before it can be used to create a new room. Drafts stay editable in the gallery but won't be offered when someone creates a room.

Two ways to publish (or unpublish) a template:

From the editor — a pill in the editor header reads Published or Draft. Click it to flip the state.
From the Templates gallery — open a card's ⋯ menu and pick Publish or Unpublish (whichever flip applies to the current state). Selecting several cards also gives you Publish and Unpublish in the bulk bar at the bottom.

Hovering a template card reveals a ⋯ menu next to the name, with four actions:

Edit — open the template in the editor (same as clicking the card).
Duplicate — create a copy of the template. Useful for creating a variant ("Enterprise proposal" vs. "SMB proposal") without starting over.
Publish / Unpublish — toggle the publication state (see above).
Delete — permanent. Rooms already created from this template are unaffected — deleting the template doesn't delete rooms.

Acting on several templates at once

Tick the checkbox on two or more cards and a bulk bar appears at the bottom of the page with Duplicate, Publish, Unpublish and Delete, plus an ✕ to clear the selection.

Access scope — Everyone or Limited

Each template has an access scope that controls which org members can see and use it when creating a room.

Click the Everyone / Limited chip at the bottom of a card to open a small dropdown with two choices:

Everyone — any org member can use the template (open padlock icon).
Limited access — restricted (closed padlock icon); the chip then reads Limited.

You can also filter the gallery by access scope and by Published/Draft status from the page's filters.

Important: template edits don't update existing rooms

This is the most common gotcha. When you update a template, existing rooms created from that template don't change. Each room is an independent copy from the moment it was created.

If you've just updated messaging in your master template and want to propagate it to live rooms, you need to update each room individually. The content library is a copy-based system too — updating a library item doesn't retroactively change rooms that already use it. Plan content updates for future rooms; treat live ones as one-by-one edits.

No versioning

Katalyz doesn't version templates today. If you want a "v1" and "v2" of the same template, duplicate the template and rename it.

Who can edit which templates

Template created by	Who can edit
Admin	Any Admin
Pro user	That Pro user, or any Admin

Basic users cannot create or edit templates.

Updated on: 01/10/2026

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