Preview Account customizations from Template Library
Users couldn’t preview how the Template Library appears at the sub-account level after customisations
Making it difficult to verify visibility.
A Account Preview feature has been added
This allows users to see the Template Library as it will appear to sub-account users, across products from a single screen.
-
Accurate Preview:
See the exact view for sub-accounts.
-
Efficient Customisation:
Verify changes before applying them.
-
Streamlined Workflow:
Verify changes directly on the Admin screen, no need to access sub-accounts.
- Choose the sub-account you want to customise.
- Hide/Unhide categories as needed.
- Click
Preview
to check the sub-account view.