ADMIN: Creating Template Categories in Design Studio Admin

ADMIN: Creating Template Categories in Design Studio Admin

๐Ÿ“‚ Organizing Your Design Library with Categories

Overview: Learn how to create, hide, and arrange template categories to ensure your agents always have the right marketing materials at their fingertips.

๐Ÿ“ How to Access Category Management

To start organizing your library, follow this path:

  1. Click ๐Ÿ  Design Studio in the left-hand navigation menu.

  2. Click โš™๏ธ Admin Management in the upper right corner.

  3. Select ๐Ÿ“„ Templates from the left-hand menu.

  4. Click the ๐Ÿท๏ธ Categories tab at the top of the page.

โœจ Creating a New Category

Group your custom templates (e.g., "Luxury Collection" or "Recruiting") to make them easy to find.

  1. Click Create Category in the upper right.

  2. Name Your Category: Enter a descriptive title.

  3. Set Workspace Visibility: * Toggle ON: Agents can see these templates when they click "View More" in their design library.

    • Toggle OFF: These templates will be hidden from all agents.

  4. Set Homepage Visibility: * Toggle ON: Creates a shortcut on the Design Studio homepage and left-hand menu for "one-click" access.

๐ŸŽฎ Managing and Arranging Categories

You have full control over how categories appear to your agents.

  • Rearrange the Order: Simply drag and drop categories to change the order your agents see them in.

  • The 3-Dot Menu (โ‹ฎ): Click this next to any category to:

    • Preview: See which templates are currently inside that category.

    • Hide Category: Completely remove agent access to these templates.

    • Hide Shortcut: Keep the templates available in "View All," but remove the shortcut from the homepage.

    • Rename or Delete: (Available for custom categories you created).

โš ๏ธ Note on Deletion: If you delete a category, any templates inside it will be moved to 'Uncategorized' unless they are also tagged in a different category.

๐Ÿ” Finding and Filtering Categories

If your library is large, use these tools to manage your view:

  • Using Filters: Click the ๐Ÿ” Filter button to sort by:

    • Owner: View templates made by "Back At You" vs. those created by "Your Company."

    • Visibility: Show only hidden categories or only those with homepage shortcuts.

  • Using Search: Use the search bar on the right to quickly jump to a specific category by name.

๐Ÿ†˜ Need a Hand?

For a deep dive into template creation, check out our

If you have questions about your Admin features, weโ€™re here to help:

  • Account Manager: Reach out for a personalized strategy session.

  • Support Team: Contact us at support@backatyou.com if you need technical assistance.

Would you like me to draft a quick email announcement you can send to your agents to let them know where to find their new categorized templates?


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