Introducing the New Template Library Visibility Control
At Bosseo CRM, we continuously strive to enhance user experience by integrating features that allow for more customization and control. Our latest feature, the Template Library Visibility Control, ensures that our Agency Admins have optimal control over the template usage across their sub-accounts. This new capability allows Agency Admins not only to hide the template library for specific sub-accounts but also to tailor it according to the requirements of selected modules within each sub-account. This powerful tool ensures a cleaner and more focused user experience for sub-account users, reducing misuse and clutter in specific modules.
The Benefits of Customizing Template Visibility
Greater Control and Streamlined Interface
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Enhanced Control:
Agency Admins are now empowered to hide the template library for certain sub-accounts or limit its visibility to selected modules.
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Clutter-Free Experience:
By hiding irrelevant library templates, users can enjoy a streamlined and clutter-free module environment.
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User-Friendly Implementation:
With straightforward instructions, changes are instant, offering immediate improvement to the user experience.
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Platform Notes:
While the library is visible to agency users/admins across all locations, restrictions can be applied to location users. Additionally, System Email templates remain visible regardless of access controls.
How to Use the New Feature
Taking control of the template library visibility is both simple and intuitive in Bosseo CRM. Begin by accessing the Agency Admin Panel and navigating to Template Library > Settings. From there, choose ‘Customize for Sub-Account’. You’ll need to search for the sub-account whose library visibility you wish to adjust. Once selected, click on ‘edit’ to decide whether you want to conceal the library entirely or only specific modules. Finally, ensure your changes are savedβthese updates are applied instantly for optimal convenience.
Use Cases for Various Industries
Home Improvement
For businesses in the home improvement industry, Bosseo’s Template Library Visibility Control empowers Agency Admins to tailor marketing templates specific to various service offerings. This ensures that sub-accounts showcasing services like roofing or landscaping exclusively receive relevant templates, enhancing their marketing strategies without unnecessary clutter.
Legal Practices
Legal practices can greatly benefit from this feature by ensuring that only relevant legal documentation templates are visible to their practitioners. This control minimizes the risk of incorrect template usage, ensuring that employees have access to the most up-to-date and approved legal formats necessary for accurate client handling.
Medical Practices
In medical practices, maintaining compliance and accuracy in documentation is critical. By controlling template visibility, medical institutions can ensure that different departments access relevant templates, ensuring correct patient documentation and record-keeping practices. This not only maintains regulatory compliance but also safeguards patient confidentiality.
We’re excited to observe how each industry implements this feature for a more optimized workflow and client engagement. This update is part of our ongoing commitment to providing our users with tools that make their operations smoother and more efficient.
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