Help Guide: Hiding the Template Library for a Sub-Account

This guide walks you through the steps to hide the template library for a specific sub-account or limit visibility by module. This helps streamline the experience for location users and prevent clutter or misuse.

TABLE OF CONTENTS

• Who Can Do This?
• Use Cases
• Step-by-Step Instructions
  • 1. Go to the Agency Admin Panel
  • 2. Open Settings
  • 3. Customize Sub-Account Visibility
  • 4. Search and Select Sub-Account
  • 5. Set Visibility Preferences
  • 6. Save Changes
• Important Notes

Who Can Do This?

Only Agency Admins can manage template library visibility settings for sub-accounts.

Use Cases

• Hide template access for sub-accounts that shouldn't create or edit templates

• Limit template use to only relevant modules (e.g., disable for SMS, allow for Email)

• Create a cleaner, more focused interface for sub-account users

• Only give access to premium customer or higher SaaS plans

Step-by-Step Instructions

1. Go to the Agency Admin Panel

• Log in as an agency admin

• Navigate to the top menu and select "Template Library"

2. Open Settings

• Click on the "Settings" tab within the Template Library section

3. Customize Sub-Account Visibility

• Click "Customize for Subaccount"

4. Search and Select Sub-Account

• Use the search bar to find the sub-account you want to update

• Click "Edit" next to the selected account

5. Set Visibility Preferences

• Choose from:

  • Hide the template library completely for this sub-account

  • Hide by module (Email, funnel etc.)

6. Save Changes

• Click "Save"

• Your changes will take effect immediately

Important Notes

• Agency users will always see the full template library

• These settings affect only the location/sub-account users

• System Email templates remain visible to users regardless of settings