Manage and Create Templates from the Admin Screen
Agency admins can now create and manage templates from a single admin screen — no more navigating through individual sub-accounts to import a template.
Template Library admin lets agency admins create and manage templates from one screen instead of jumping between sub-accounts. Pick the source, preview the asset, rename, and publish — all without leaving the admin view.
How it works
- Open Template Library → Admin.
- Click Create in the top right.
- Choose the sub-account, product, and template name.
- Click Continue to preview the template thumbnail. Click the thumbnail for a full-screen preview.
- Rename the template if needed.
- Click Create to finalize.
- Update the description and categories.
- Choose Publish or Save as draft.
Why it helps
- Single screen workflow: consolidates template management instead of bouncing between sub-accounts.
- Faster onboarding: import what you need into the library without touching the source account UI.
- Cleaner publishing: draft and publish in the same flow, with descriptions and categories applied up front.
Frequently Asked Questions
Can I create templates from any sub-account?
Yes. The admin screen lets you pick the sub-account as the source when creating a template.
Can I save a template as a draft before publishing?
Yes. After creating the template, choose Save as draft instead of Publish — you can return and update it later.
Do I need to be an agency admin to use this?
Yes. Template Library admin access is scoped to agency admin roles.
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