Problem Addressed:
Users couldn’t preview how the Template Library appears at the sub-account level after customizations, making it difficult to verify visibility.
What we did?
A Sub-Account Preview feature has been added. This allows users to see the Template Library as it will appear to sub-account users, across products from a single screen.
Benefits:
- Accurate Preview: See the exact view for sub-accounts.
- Efficient Customization: Verify changes before applying them.
- Streamlined Workflow: Verify changes directly on the Admin screen, no need to access sub-accounts.
How to Use:
- Go to Agency View > Template Library.
- In Settings, select Customize for Sub-Account.
- Choose the sub-account you want to customize.
- Hide/Unhide categories as needed.
- Click Preview to check the sub-account view.