Hey there small business owners! We’re excited to share a fantastic new feature in your CRM system that can help you keep things organized and tailored to your needs. Let’s dive into what’s new and how you can take advantage of it!
📌 Why This Matters
As a small business, managing your resources effectively is key to your success. This new feature allows you to customize template visibility in a way that enhances your control and provides a cleaner working environment for your team. It’s about making sure everyone has access to what they need, without any unnecessary clutter.
✨ What’s New
- Control Over Template Usage: You can now hide the template library for specific sub-accounts, ensuring that only the right users have access to the templates they need.
- Selective Module Hiding: You have the option to hide the library only for selected modules within a sub-account, allowing for even more tailored access.
🛠️ How to Use It
- Step 1: Go to your Agency Admin Panel.
- Step 2: Select Template Library and click on Settings.
- Step 3: Click on Customize for the specific sub-account you want to modify.
- Step 4: Search for the sub-account to customize.
- Step 5: Click on edit to modify visibility.
- Step 6: Choose whether to hide the library completely or just by module.
- Step 7: Save your changes; they apply instantly!
💡 Pro Tip
Regularly review your template settings to ensure that your team always has the best access to tools that enhance their productivity!
