Designing in Playbook Studio
Visibility and sharing
Choose who can see and use a published template — Private, Company, or Public.
Visibility & Sharing
Visibility controls who can discover and use a template.
There are three visibility levels: Private, Company, and Public. Each level determines where a template appears and who can access it.
It's important to understand that visibility and publishing are separate concepts.
- Visibility determines who can see a template.
- Publishing determines whether a template is available for use.
A template must be both visible to an audience and published before that audience can instantiate it.
Visibility levels
Private
Visible only to the owner and invited collaborators. Ideal for experimentation, drafts, and personal workflows.
Company
Visible to everyone in your workspace. The recommended setting for templates intended for internal reuse.
Public
Visible to anyone through the Marketplace and a public template page. Use this when you want to share a template beyond your organisation.
Where templates appear
| Visibility | Studio | Company Library | Marketplace | Public Page |
|---|---|---|---|---|
| Private | Owner & collaborators | — | — | — |
| Company | ✓ | ✓ | — | — |
| Public | ✓ | ✓ | ✓ | ✓ |
Public visibility is additive. A Public template remains available inside your company while also becoming discoverable externally.
Visibility vs Publishing
This distinction causes the most confusion:
Visibility determines where a template can appear. Publishing determines whether it actually appears there.
Examples:
| Visibility | Status | Result |
|---|---|---|
| Private | Draft | Visible only to owner and collaborators |
| Company | Draft | Not shown in the Company Library |
| Company | Published | Available to everyone in the company |
| Public | Draft | Not shown in the Marketplace |
| Public | Published | Available in the Marketplace and on the public page |
A common mistake is setting a template to Public and expecting it to appear in the Marketplace immediately. Public templates must also be Published before they become discoverable.
Likewise, Company templates only appear in the Company Library once they are published.
Changing visibility
Visibility can be changed at any time from the General tab of the Playbook Property Panel.
- Open the Playbook Property Panel.
- Navigate to General.
- Select Private, Company, or Public.
- Save your changes.
Changing visibility does not create a new version and does not require republishing.
For example, you can:
- Promote a Company template to Public.
- Move a Public template back to Company.
- Keep a template Published while changing who can access it.
The relevant lists update automatically once the change has been saved.
Public templates and the Marketplace
The Marketplace contains templates that are both:
- Public
- Published
These templates can be browsed, previewed, and instantiated by anyone with access to the Marketplace.
The featured section is currently curated. Featured templates are selected by the Gleo team and are not automatically generated from recently published content. A Public template may be fully searchable in the Marketplace without appearing in the featured area.
Managing visibility
-
1
Open the Playbook Property Panel
Select the playbook frame and switch to the General tab.
-
2
Choose a visibility level
Select Private, Company, or Public depending on your intended audience.
-
3
Save your changes
The new visibility takes effect immediately.
-
4
Publish if required
Templates must be published before they appear in Company or Public discovery surfaces.
-
5
Verify discoverability
Check the Company Library, Marketplace, or Public Page depending on the selected visibility level.
Best practices
Use Company by default. Most templates are intended for internal reuse and should be discoverable by your team without being publicly accessible.
Use Private while experimenting. Keep early-stage templates private until you're ready to share them more broadly.
Treat Public as a publishing decision. Public templates represent your work externally. Review descriptions, imagery, and content before making them available to a wider audience.
Remember the two-step rule. Visibility controls access; publishing controls availability. Most discoverability issues come from forgetting one of these steps.