• For the Actionera Marketing Portal
  • Not for the Creator Portal



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