22/11/24 – New Feature Alert: HighLevel Unveils Sub-Account Preview Functionality in Template Library

HighLevel: Solving Template Preview Issue for Sub-Accounts

The challenge has been the inability for users to preview the Template Library at the sub-account level after customizations. This condition impacted on the verification of the customization visibility. HighLevel identified this issue and has subsequently introduced a service that is destined to transform the experience.

A new ingenious feature, the Sub-Account Preview, has now been introduced by HighLevel. It empowers users with the capability to view the customized Template Library as it would appear to the sub-account users. Impressively, this can be done across multiple products from just a single screen.

The new feature comes packed with amazing benefits:

1. Accurate Preview: HighLevel enables users to get the exact sub-accounts view.

2. Efficient Customization: HighLevel allows for the verification of changes before they are applied.

3. Streamlined Workflow: With HighLevel, there is no need for users to access sub-accounts to verify changes since this is made possible directly on the Admin screen.

HighLevel also provides a guide on how to use the Sub-Account Preview feature:

– Start from the Agency View, then insightfully navigate to the Template Library.

– Under the Settings menu, a ‘Customize for Sub-Account’ option is available. By selecting this, users prompt the system for customization.

![image](https://canny-assets.io/images/f39d4acdb68c13093b6a4099003aeb6d.png)

![image](https://canny-assets.io/images/a5e3c5eb7fa827b6711065cb9613d7db.png)

– At this point, the user is allowed to pick the sub-account they wish to customize.

– They can then select Hide/Unhide categories as required.

– Finally, the Preview button needs to be clicked in order to check the view for the sub-account.

![image](https://canny-assets.io/images/4ae8d31c163e051cff0778f9b5f3965a.png)

HighLevel prides itself in providing top-notch solutions for a seamless and efficient user experience. The new Sub-Account Preview feature exemplifies this dedication to better service delivery.

Click here for the full HighLevel update article

What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.

Julie McCann – Dental Practice

Julian always offers a five star service and I would recommend him to all.…

Julie McCann - Clifton Dental Studio

 

Top