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