TIME to tidy up that sub-account template mess! Get better control of your template library right away.

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Think about it. Got clients who are all about building websites? Hide the funnel and email templates. Working with e-commerce stores? Maybe they just need landing page templates. This update lets you customize their experience perfectly. It’s all about giving your clients a cleaner and more focused workspace so they can get things done faster without feeling overwhelmed. Get ready to streamline their view and boost their productivity!

Benefit Statement:This new control gives agency admins a solid way to improve the sub-account user experience by getting rid of extra template options, leading to more clarity and quicker client onboarding.

Ready to clean up those sub-account template libraries? We’ll show you exactly where to go in your GoHighLevel Agency Admin panel to find the new Template Library Visibility Control settings. It’s super straightforward and will give you immediate power over what your sub-account users can see.

We’ll go through how to find the particular sub-account you want to tweak and the options you have – whether you want to hide the whole template library or just some specific modules like Funnels, Websites, or Emails. Let’s break it down step by step so you can shape each client’s experience just right.

Step 01 – Get into Your Agency Admin Panel. Log in to your GoHighLevel account with your agency admin info. Find the “Agency View” or similar spot, usually in the top left corner or account settings.

Step 01 – Access the Main Left Hand Menu in GoHighLevel

The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL
1.1 Switch to agency View

1.2 Access the ‘Template Library section of GoHighLevel

You’ll now be in the ‘Template Library’ section of GHL, where you can access the Funnels and Website template section from the top menu.

1.3 Click on the ‘Settings’ / or the Gear Icon on the menu link.

Step 02 – Start Sub-Account Customization. On the Template Library Settings page, you’ll see various options. Look for the setting about customizing visibility for sub-accounts. It should be pretty obvious, probably labeled “Customize for sub account” as noted in the update. Click on this option.

2.1 Click Customize Sub Account

2.2 Find the sub-account you want to set for visibility

2.3 Click the Edit Settings of the sub account you choose

2.4 Set the Visibility of the Template for that Subaccount

• If you want to hide the whole template library from users in this account, look for a toggle or checkbox that says “Hide library fully.” Turn this on.
• If you want the library visible but want to hide specific modules, keep the “Hide library fully” option off. You’ll see a list of templates like Funnel Templates, Website Templates, and Email Templates, each with its toggle. Just switch OFF the ones you don’t want users in this sub-account to see.

2.5 – Save Your Changes

Important Notes on Visibility

Keep in mind that these visibility settings you set up in the Agency Admin Panel only affect users logged into that specific sub-account (Location Users). If you’re logged in as an Agency User or Admin, you’ll always see the complete template library and all modules, no matter what settings you’ve made.

Also, remember that System Email templates are essential and will always be visible to sub-account users, no matter what visibility settings you have for other template types.

Before this update, your agents could log in, see all those extra templates, get confused, and waste time going through them. Not the easiest start, right?

Now, with Template Library Visibility Control, you can go into each real estate agent’s sub-account settings from your Agency Admin Panel and just toggle OFF the visibility for Funnel Templates, Email Templates (except for system ones), and any other unrelated modules. When your real estate client logs in, BOOM! They see only the website and funnel templates you’ve set up for them. This cleans up their dashboard, clears confusion, and directs them straight to the tools you’ve provided, making their setup faster and boosting their confidence in using the platform you’ve given them. Happier clients, less support needed, quicker results – that’s what we’re all about!

So, there you go. The new Template Library Visibility Control isn’t just another checkbox in the settings; it’s a powerful tool for agency owners to create the perfect space for each client. No more one-size-fits-all template clutter. You have the tools to provide a truly tailored, clean experience that helps your clients focus on what really counts – getting results with the awesome platform you provide.

In just a few moments in your Agency Admin Panel, you can cut confusion, speed up client onboarding, and make sure your clients are only seeing the templates that matter to their needs and the services you offer. It’s a small change with a big impact on user experience and client happiness.

Don’t wait! Head into your Agency Admin Panel and check out the Template Library Settings for your sub-accounts. Your clients (and your support team!) will be so grateful.

How are YOU planning to use the new Template Library Visibility Control in your agency? Are you thinking of hiding specific modules or the whole library for certain clients? Drop a comment below and let us know!