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A template is a profile blueprint. It fixes layout, branding, and a starting set of links, so a hundred members produce a hundred profiles that look like they came from the same company.

Building a template and publishing it to the team

The Templates screen listing the company's published card templates.

Your published templates

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Creating a template

The Create Template screen with sections for About, Links, Design, Lead Capture, and Follow Up, beside a live card preview.

The template builder previews the card as you build it

1

Open the builder

Templates → Create.
2

Set the branding

Logo, cover image, brand colors. This is what makes a profile recognisably yours in the two seconds a visitor looks at it.
3

Add shared links

Links every member should have — company website, careers page, main LinkedIn. Leave personal links out; members add their own.
4

Decide on capture fields

A template can define its own lead capture fields. If it does, those fields override each member’s personal form.
This is the most surprising behavior in templates. A rep who edits their own capture form and sees no change is almost always on a template that defines capture fields. Set them here only when you genuinely need every rep collecting identical data.
5

Publish

Assign the template to members individually, at import time, or by editing existing members.

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What members can still change

Templates and department permissions work together and it’s worth being clear about the division:
  • The template sets what a profile starts as.
  • The department sets what a member may change afterwards.
A template with a locked-down department produces profiles nobody can drift from. A template with an unrestricted department is a starting point members are free to edit.
If you want a field to be identical across the team and stay that way, you need both: set it in the template and lock it in the department. Template alone only sets the initial value.

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Updating a template

Templates → select → Update.
Changes affect profiles using the template going forward. Values a member has already customised on their own profile are not overwritten — if you change the brand colour and a rep had already changed theirs, theirs stays. Lock the field in the department first if you need the change to stick everywhere.

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Using more than one template

Multiple templates make sense when parts of the business genuinely present differently:

By brand

Separate product brands or acquired companies that keep their own identity.

By audience

A sales template with a booking link, a recruiting template pointing at the careers site.

By event

A conference-specific template with event branding, retired afterwards.

By region

Different languages or regional legal text.
Two or three templates is usually the sweet spot. Every extra one is another thing to update when the logo changes.