Skip to main content

Template Marketplace for Organizations

Wesley Combs avatar
Written by Wesley Combs
Updated this week

Template Marketplace for Organizations

Article Type: Administrator Guide
​ Target Audience: Organization Administrators, Practice Managers
​ Last Updated: January 2026

Overview

Organization administrators have special capabilities in the Template Marketplace. You can install templates organization-wide, ensuring all team members have access to standardized documentation templates. This guide covers how to manage marketplace templates for your entire organization.

Administrator Access Requirements

To manage organization templates, you must have one of these roles:
- Organization Admin
- Organization Owner

Regular organization members can browse the marketplace but cannot install templates organization-wide.

Accessing the Organization Marketplace

From Organization Settings

  1. Click the gear icon in the top-right corner

  2. Select "Organization" from the menu

  3. Navigate to the "Templates" tab

  4. Click "Browse Marketplace"

From the Settings Menu

  1. Navigate to Settings > Organization > Templates

  2. Click the "Browse Marketplace for Organization" button

Installing Templates for Your Organization

Organization-Wide Installation

  1. Browse the marketplace and find a template suitable for your team

  2. Click the "Install to Organization" button (instead of personal install)

  3. Confirm the installation

  4. The template is now available to ALL members of your organization

What Organization Members See

After you install a template:
- All members see the template in their "Organization Templates" section
- Members can use the template immediately
- Members cannot edit organization templates (only admins can)

Managing Organization Templates

Viewing Installed Templates

  1. Go to Organization > Templates

  2. See all templates installed for your organization

  3. View usage statistics and last modified dates

Editing Organization Templates

As an admin, you can customize organization templates:
1. Click on any organization template
2. Modify instructions, sections, or example notes
3. Save changes - they apply to ALL members immediately

Removing Organization Templates

  1. Find the template in Organization > Templates

  2. Click the delete icon

  3. Confirm removal

  4. The template is removed from all organization members

Note: If members have already created notes using the template, those notes are unaffected.

Sharing Custom Templates with Your Organization

Creating Organization Templates

Instead of installing from marketplace, you can:
1. Create a template from scratch in Organization > Templates
2. Click "New Template"
3. Build your custom template
4. It's automatically available to all members

Promoting Personal Templates to Organization

If a team member has created a great template:
1. Have them export the template using Download JSON from the template's action menu (⋮)
2. Import it at the organization level
3. Or submit it to the marketplace for everyone!

Note: The "Download JSON" export option may not be available for all users. If you don't see this option, please contact support to request export access for your account.

Submitting Organization Templates to Marketplace

Your organization can contribute to the marketplace:

  1. Go to Organization > Templates

  2. Find the template you want to share

  3. Click the action menu (⋮) on the template row

  4. Select "Submit to Marketplace" from the dropdown menu

  5. Fill in the submission form:
    - Select appropriate specialty
    - Add description
    - Review instructions and example

  6. Submit for review

Our team will review and may publish it for all Ambient Scribe users!

Tracking Submissions

Viewing Submission Status

  1. Go to Organization > Templates

  2. Click "Marketplace Submissions" tab

  3. See all pending, approved, and rejected submissions

Submission Statuses

  • Pending - Awaiting review by our team

  • Approved - Published to the marketplace

  • Rejected - Not accepted (with feedback provided)

Canceling Submissions

You can cancel pending submissions:
1. Find the pending submission
2. Click "Cancel Submission"
3. Confirm cancellation

Best Practices for Organizations

Standardization

  • Install a core set of templates for your specialty

  • Ensure all providers use the same documentation standards

  • Customize organization templates to match your practice workflows

Template Governance

  • Designate a template administrator

  • Review templates quarterly for updates

  • Collect feedback from providers on template effectiveness

Training New Providers

  1. Point new team members to the Organization Templates section

  2. Provide guidance on which template to use for which encounter type

  3. Encourage feedback for continuous improvement

Frequently Asked Questions

Q: Can individual members override organization templates?
A: Members can install personal versions if they need customizations, but organization templates remain available to all.

Q: How do I know if a marketplace template is updated?
A: You'll see an "Update Available" indicator on templates that have newer versions.

Q: Can I install the same template for organization and personal use?
A: Yes, but it's usually not necessary since organization templates are available to you as a member.

Q: What happens if I leave the organization?
A: You'll lose access to organization templates, but any personal templates you've installed remain yours.

Q: Can I control which members can access certain templates?
A: Currently, all organization templates are available to all members. Role-based template access is on our roadmap.

Did this answer your question?