Customizing the Template Library for Subaccounts

With Stack, you can tailor the template library to meet the specific needs of your accounts. This customization ensures that users have access to the most relevant templates for their projects.

What Is Account View?

Account View is the perspective a account user has when accessing the template library. This view is customizable, allowing you to control which templates and categories are visible to each account. This helps users focus on what’s essential for their specific needs and plans.

When to Use Account View

Consider customizing the Account View in the following scenarios:

Different Niches: Display only the templates that are relevant to accounts in specific industries.
Irrelevant Categories: Hide categories that are not applicable to certain accounts.
Restricted Access: Limit access to specific templates for select accounts.
Premium Templates: Provide exclusive templates to users on higher-tier plans.
SaaS Plans: Adjust categories according to the different levels of SaaS plans.

How to Customize Template Access

To customize which templates and categories are available to your accounts, follow these steps:

Navigate to the Template Library Admin section and open Settings.
Select Customize for Subaccounts.
Find the account you wish to customize and click Edit.
Choose which categories or templates to hide or show as needed.
Click Save to apply your changes.

By customizing template access, you ensure that each account only sees the resources that are pertinent to their needs and subscription plan.