Tailoring Template Library View for Sub-Accounts Feature

What’s New?

Connectly now allows Agency administrators to customize the template library view for each sub-account by hiding irrelevant categories. For example, you can choose to show only marketing categories to marketing locations.

Popular Use Cases

  1. Customize sub-account views based on subscription type.
  2. Adjust views according to the location’s niche.
  3. Create premium categories exclusively for premium clients.

How to Use

Follow these steps:

  • Go to the Template Library Admin screen.
  • Click on Settings.
  • Select Customize for Sub-accounts.
  • Find the sub-account and click the Edit icon
  • Hide or show categories as needed.
  • Save your changes.

Note: Templates tagged only to hidden categories will be hidden from that sub-account.

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