Knowledge Base Template Library How to Hide the Template Library for a Sub-Account

Template Library

How to Hide the Template Library for a Sub-Account

Templates help remove a lot of friction from the creation process. However, customers can become confused when they see a template for irrelevant modules. So, what can you do to prevent it?

Hiding the template library is the perfect solution; this feature offers you full control over the template scope your customers see.

How To Hide The Template Library?

In the agency view, navigate to the Template Library section and access the settings tab (indicated by the gear icon).

Click the Customize for Sub-Accounts option.

Locate the sub-account you want to hide the template from and click the toggle icon.

Set your visibility preferences. Here you have two options:

  • Hide: To completely hide the template library from this sub-account.
  • Hide for specific products: This option allows you to select products you don’t want the sub-account to access. When using this option, select the products to remove from the drop-down menu.

Once the visibility scope is selected, click Save to apply your changes.

This will immediately remove the templates from the sub-account, preventing users from using or modifying them. This feature doesn’t remove access to the templates for you or any other agency admin.

Frequently Asked Questions

Why would I hide the template library for a sub-account?

Hiding it prevents customers from seeing templates for irrelevant modules, reducing confusion and giving you control over the template scope they see.

Where do I hide the template library for a sub-account?

In the agency view, open the Template Library section, click the settings gear icon, and choose Customize for Sub-Accounts.

What visibility options are available?

You can choose Hide to remove the entire template library from the sub-account, or Hide for specific products to remove only selected products.

How do I apply the changes?

After setting your visibility scope, click Save to apply the changes immediately.

Does hiding remove my own access to the templates?

No. Hiding only affects the selected sub-account; you and other agency admins retain full access to the templates.

What happens to the sub-account’s templates after hiding?

The templates are immediately removed from the sub-account, so its users can no longer use or modify them.

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