Template Gallery

Office Administrators can view, disable or enable templates linked to their agency via Agency Admin > Template Manager.

To view the templates available to your agency, first select a filter in the Filter module. You can filter templates by:

• Template name or ID
• Provider
• Category
• Tag (Agency Marketing templates)
• Service
• Product

Enter your filter criteria then Apply Filters.

Disabling Templates for your Office

There may be times where there are many template options available for a product & provider across your brand, but you only want to use some of them within your particular office. You can disable templates you do not wish to use.

1. Locate the template within Template Gallery using filters noted above

2. Click into the template

3. Click the “Disable for (office name)” button to hide this template for use within your office

Disabled templates are still available for you to re-enable at a later date as below.

Enabling Templates for your Office

Within Template Gallery, filter your templates as above and then click the Hidden Templates tab at the top of the page

1. Click into the template
2. Click the “Enable for (office name)” button to make the template available for your office.