Customizing the Template Library for Subaccounts
Agency admins can now control access to templates and categories for subaccounts, enabling them to tailor the template library based on subaccount needs…
1 min read202 words3 explained imagesUpdated Tue, 22 Oct, 2024 at 10:47 AM
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Agency admins can now control access to templates and categories for subaccounts, enabling them to tailor the template library based on subaccount needs.
TABLE OF CONTENTS
What Is Subaccount View?
Subaccount View refers to how a subaccount user sees the template library when building emails, funnels, forms, etc. Admins can control the content shown to each subaccount by customizing the available templates and categories. This ensures that users only have access to the templates relevant to their needs and plan.
When to Use It:
- Different Niches: Enable only relevant templates for subaccounts in specific industries.
- Irrelevant Categories: Hide unnecessary categories for certain subaccounts.
- Restricted Access: Disable access to specific templates for select subaccounts.
- Premium Templates: Offer exclusive templates for higher-tier plans.
- SaaS Plans: Customize categories based on different SaaS plan levels.
How to Customize Template Access:
- Go to Template Library Admin and open the Settings.
- Select Customize for Subaccounts.
Step 2 of 5: Select Customize for Subaccounts What this shows Step 2 of 5: Select Customize for Subaccounts. What this shows Shows what to choose for step 2 of 5 in the "How to Customize Template Access:" section of "Customizing the Template Library for Subaccounts". This screenshot accompanies step 2 of 5 in the "How to Customize Template Access:" section of "Customizing the Template Library for Subaccounts". At this point in the walkthrough you select Customize for Subaccounts. For context, this section explains: Go to Template Library Admin and open the Settings. Select Customize for Subaccounts. Locate the sub-account and click Edit. Hide or Show categories or templates as needed. Click Save to apply changes. The next step is to locate the sub-account and click Edit. What to chooseSelect Customize for Subaccounts. Next stepLocate the sub-account and click Edit. All 5 steps in this procedure
- Go to Template Library Admin and open the Settings.
- Select Customize for Subaccounts. this image
- Locate the sub-account and click Edit.
- Hide or Show categories or templates as needed.
- Click Save to apply changes.
- Locate the sub-account and click Edit.
Step 3 of 5: Locate the sub-account and click Edit What this shows Step 3 of 5: Locate the sub-account and click Edit. What this shows Shows what to click for step 3 of 5 in the "How to Customize Template Access:" section of "Customizing the Template Library for Subaccounts". This screenshot accompanies step 3 of 5 in the "How to Customize Template Access:" section of "Customizing the Template Library for Subaccounts". At this point in the walkthrough you locate the sub-account and click Edit. For context, this section explains: Go to Template Library Admin and open the Settings. Select Customize for Subaccounts. Locate the sub-account and click Edit. Hide or Show categories or templates as needed. Click Save to apply changes. The next step is to hide or Show categories or templates as needed. What to clickLocate the sub-account and click Edit. Next stepHide or Show categories or templates as needed. All 5 steps in this procedure
- Go to Template Library Admin and open the Settings.
- Select Customize for Subaccounts.
- Locate the sub-account and click Edit. this image
- Hide or Show categories or templates as needed.
- Click Save to apply changes.
- Hide or Show categories or templates as needed.
Step 4 of 5: Hide or Show categories or templates as needed What this shows Step 4 of 5: Hide or Show categories or templates as needed. What this shows Shows what this covers for step 4 of 5 in the "How to Customize Template Access:" section of "Customizing the Template Library for Subaccounts". This screenshot accompanies step 4 of 5 in the "How to Customize Template Access:" section of "Customizing the Template Library for Subaccounts". At this point in the walkthrough you hide or Show categories or templates as needed. The next step is to click Save to apply changes. What this coversHide or Show categories or templates as needed. Next stepClick Save to apply changes. All 5 steps in this procedure
- Go to Template Library Admin and open the Settings.
- Select Customize for Subaccounts.
- Locate the sub-account and click Edit.
- Hide or Show categories or templates as needed. this image
- Click Save to apply changes.
- Click Save to apply changes.
This feature allows you to control template access and ensure subaccounts only see relevant resources based on their needs and plan.
Frequently asked questions
What Is Subaccount View?
Subaccount View refers to how a subaccount user sees the template library when building emails, funnels, forms, etc. Admins can control the content shown to each subaccount by customizing the available templates and categories. This ensures that users only have access to the templates relevant to their needs and plan.
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