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Preview Sub-Account customizations from Template Library
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
.
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Choose the sub-account you want to customize.
Hide/Unhide categories as needed.
Click Preview to check the sub-account view.
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