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.