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
.

Choose the sub-account you want to customize.
Hide/Unhide categories as needed.
Click
Preview
to check the sub-account view.