# How to Manage and Create Templates from the Admin Screen

> Introducing better template management feature in our Template Library for Agency admins. Problem Statement: Previously, admins navigated through…

- Source: https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-manage-and-create-templates-from-the-admin-screen
- Section: Marketing / Template Library
- Reading time: 1 min
- Images: 5, each explained below
- Modified on Thu, 1 Aug, 2024 at 2:04 PM

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Introducing better template management feature in our Template Library for Agency admins.

Problem Statement: Previously, admins navigated through multiple subaccounts to import required templates, which was time-consuming.

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What we did:

-   Direct Create: 
    
    Templates can now be imported/ created directly from the Admin screen.
-   Streamlined Process:
    
     Choose sub-accounts, preview templates, and rename them seamlessly.

⭐ 

Benefits:

-   Efficiency:
    
     Saves time by consolidating template management into one screen.
-   Simplified Workflow:
    
     Eliminates complexity across screens and sub-accounts.

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 How It Works:

1.  \- Navigate to Template Library - Admin.
2.  \- Click "Create" at the top right.

![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030317569/original/cl39u1YDs1XNvVqRCHgUzyGjrC-3p-gWuA.jpeg)

**Figure 1**

This screenshot appears in "How to Manage and Create Templates from the Admin Screen". The text alongside this image reads: - Navigate to Template Library - Admin. - Click "Create" at the top right. Immediately after, the guide continues: - Choose the sub-account, product, and template name.
- What to click: - Navigate to Template Library - Admin. - Click "Create" at the top right.
- Next: - Choose the sub-account, product, and template name.

Full procedure:

1. Direct Create: Templates can now be imported/ created directly from the Admin screen.
2. Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.

3.  \- Choose the sub-account, product, and template name.

![Figure 2](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030317573/original/cbK-2fEL55cWRy2i37gxmYgUlTRbgWhCYg.jpeg)

**Figure 2**

This screenshot appears in "How to Manage and Create Templates from the Admin Screen". The text alongside this image reads: - Choose the sub-account, product, and template name. Immediately after, the guide continues: - Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen.
- What to choose: - Choose the sub-account, product, and template name.
- Next: - Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen

Full procedure:

1. Direct Create: Templates can now be imported/ created directly from the Admin screen.
2. Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.

4.  \- Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen

![Figure 3](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030317571/original/f_VZCjc8kiolD4eGLbc278z4V0xo2iKVxQ.jpeg)

**Figure 3**

This screenshot appears in "How to Manage and Create Templates from the Admin Screen". The text alongside this image reads: - Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen. Immediately after, the guide continues: - Rename the template if needed.
- What to click: - Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen
- Next: - Rename the template if needed.

Full procedure:

1. Direct Create: Templates can now be imported/ created directly from the Admin screen.
2. Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.

5.  \- Rename the template if needed.

![Figure 4](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030317572/original/L_z9YVzXBkSin-Fs7zAowrMnDtTMNfcw6Q.jpeg)

**Figure 4**

This screenshot appears in "How to Manage and Create Templates from the Admin Screen". The text alongside this image reads: - Rename the template if needed. For context, this section explains: Introducing better template management feature in our Template Library for Agency admins. Immediately after, the guide continues: - Click "Create" to finalize. - Update details like description and categories.
- What this covers: - Rename the template if needed.
- Next: - Click "Create" to finalize. - Update details like description and categories.

Full procedure:

1. Direct Create: Templates can now be imported/ created directly from the Admin screen.
2. Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.

6.  \- Click "Create" to finalize.
7.  \- Update details like description and categories.

![Figure 5](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030317570/original/zFh8rKDhWlM-ZjPYUiVfFgFjbPg9Q0hECQ.jpeg)

**Figure 5**

This screenshot appears in "How to Manage and Create Templates from the Admin Screen". The text alongside this image reads: - Click "Create" to finalize. - Update details like description and categories. Immediately after, the guide continues: - Choose to Publish or Save as draft.
- What to click: - Click "Create" to finalize. - Update details like description and categories.
- Next: - Choose to Publish or Save as draft.

Full procedure:

1. Direct Create: Templates can now be imported/ created directly from the Admin screen.
2. Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.

8.  \- Choose to Publish or Save as draft.

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