Summary
You can share a search template with another agent, or transfer its ownership, from the Templates list. The share dialog lets you "Share this template or transfer ownership to another agent." This article covers sharing a search template.
Related: see How to create and manage search templates and How to share a scheduled search.
Prerequisites
Login credentials to MirrorWeb Insight
A template you can share
The email address of the agent you want to share with
Step-by-Step Instructions
Step 1: Open the Templates section
Navigate to the search Templates section to see your templates.
Step 2: Open the Share dialog
On the template you want to share, open the actions menu (the three-dots / more menu) and choose Share. A dialog opens headed "Share """.
Step 3: Choose the agent
In the Agent email field, search for and select the agent ("Enter the email address of the agent you would like to share this template with"; placeholder "Search agents...").
Step 4: Choose a role
In the Role field, select one of:
Editor — "Editors can view and edit templates".
Reviewer — "Reviewers can view templates and perform message actions".
Owner — "Transfer this template to another agent".
Step 5: Share
Click Share to apply. While the action runs, the button shows "Sharing...". On success you see a confirmation that the template was shared with (or transferred to) the agent's email.
Notes
Selecting the Owner role transfers the template to the chosen agent. The confirmation reads "Template transferred to" the agent's email.
If sharing fails, you see "Failed to share template with" (or "Failed to transfer template to") the agent's email.