📂 ADMIN: Organize Your Design Manager Library with Categories

Create, hide, and arrange template categories in Design Manager so your agents always have the right marketing materials at their fingertips.

📍 Open Category Management

1. Open Design Studio: Click Design Studio in the left-hand navigation menu.

2. Open Admin Management: Click Admin Management in the upper right corner.

3. Go to Templates: Select Templates from the left-hand menu.

4. Open Categories: Click the Categories tab at the top of the page.

✨ Create a New Category

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

1. Start a category: Click Create Category in the upper right.

2. Name your category: Enter a descriptive title.

3. Set Workspace Visibility: Toggle ON so agents can see these templates when they click View More in their design library, or OFF to hide them from all agents.

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

🎮 Manage and Arrange Categories

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

• Three-dot menu (⋮): Click this next to any category to Preview the templates inside it, Hide Category to remove agent access, Hide Shortcut to keep the templates in View All but remove the homepage shortcut, or Rename or Delete (available for custom categories you created).

🔍 Find and Filter Categories

• Filters: Click Filter to sort by Owner (templates made by Back At You vs. your company) or Visibility (only hidden categories, or only those with homepage shortcuts).

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

📞 Need Help?

For a personalized strategy session, contact your Account Manager. For technical help, reach Back At You Support at support@backatyou.com or (866) 200-0676.

Related articles:

• ADMIN: Using Design Manager to Create Smart Templates

• ADMIN: Design Manager Overview