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Hide Individual Templates From Subaccounts

The Agency Template Library has several settings to manage the Template Libraries and Templates in Subaccounts. There is not a way to directly hide an…

1 min read283 words8 explained imagesUpdated Fri, 20 Jun, 2025 at 4:58 PM
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The Agency Template Library has several settings to manage the Template Libraries and Templates in Subaccounts. There is not a way to directly hide an individual Template so that only the Agency can see it, but there is a way to put individual Templates into categories which are hidden.

How To Hide Individual Templates

  1. Navigate to Agency > Template Library.
    Step 1 of 7: Navigate to Agency > Template Library What this shows Step 1 of 7: Navigate to Agency > Template Library. What this shows Shows where to go for step 1 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 1 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you navigate to Agency > Template Library. For context, this section explains: Navigate to Agency > Template Library. Click on the gear icon (Settings). In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to…. The navigation path used here is Agency > Template Library. The next step is to click on the gear icon (Settings). Step 1 of 7Path: Agency > Template LibraryImage 1 of 8 Where to goNavigate to Agency > Template Library.
    Buttons and menus referenced Agency > Template Library.gear iconProductsCategories > Create CategorynamedescriptionCreateHide toggleNOTE
    Next stepClick on the gear icon (Settings).
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library. this image
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
  2. Click on the gear icon (Settings).
    Step 2 of 7: Click on the gear icon (Settings) What this shows Step 2 of 7: Click on the gear icon (Settings). What this shows Shows what to click for step 2 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 2 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you click on the gear icon (Settings). For context, this section explains: Navigate to Agency > Template Library. Click on the gear icon (Settings). In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to…. The navigation path used here is Agency > Template Library. The next step is to in the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create. Step 2 of 7Path: Agency > Template LibraryImage 2 of 8 What to clickClick on the gear icon (Settings).
    Buttons and menus referenced gear iconAgency > Template Library.ProductsCategories > Create CategorynamedescriptionCreateHide toggleNOTE
    Next stepIn the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings). this image
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
  3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    Step 3 of 7: In the Template Library Admin Settings, select one of the Products… What this shows Step 3 of 7: In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. What this shows Shows what to choose for step 3 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 3 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you in the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create. The navigation path used here is Categories > Create Category. The next step is to after the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts. Step 3 of 7Path: Categories > Create CategoryImage 3 of 8 What to chooseIn the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    Buttons and menus referenced ProductsCategories > Create CategorynamedescriptionCreateAgency > Template Library.gear iconHide toggleNOTE
    Next stepAfter the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create. this image
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
  4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    Step 4 of 7: After the new category is created, find it in the list and click the… What this shows Step 4 of 7: After the new category is created, find it in the list and click the Hide toggle (turns blue). What this shows Shows what to choose for step 4 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 4 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you after the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts. The navigation path used here is Agency > Template Library. The next step is to return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it. Step 4 of 7Path: Agency > Template LibraryImage 4 of 8 What to chooseAfter the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    Buttons and menus referenced Hide toggleAgency > Template Library.gear iconProductsCategories > Create CategorynamedescriptionCreateNOTE
    Next stepReturn to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts. this image
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
  5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    Step 5 of 7: Return to the Agency Template Library to confirm that you can see the… What this shows Step 5 of 7: Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it. What this shows Shows how to confirm for step 5 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 5 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it. The navigation path used here is Agency > Template Library. The next step is to open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates. Step 5 of 7Path: Agency > Template LibraryImage 5 of 8 How to confirmReturn to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    Buttons and menus referenced Agency > Template Library.gear iconProductsCategories > Create CategorynamedescriptionCreateHide toggleNOTE
    Next stepOpen the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it. this image
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
  6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    Step 6 of 7: Open the relevant Product's Template Library by navigating to a… What this shows Step 6 of 7: Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in… What this shows Shows where to go for step 6 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 6 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates. The navigation path used here is Agency > Template Library. The next step is to NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible. Step 6 of 7Path: Agency > Template LibraryImage 6 of 8 Where to goOpen the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    Buttons and menus referenced Agency > Template Library.gear iconProductsCategories > Create CategorynamedescriptionCreateHide toggleNOTE
    Next stepNOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates. this image
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
  7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
    Step 7 of 7: NOTE that the Template(s) you want to hide from subaccounts must not… What this shows Step 7 of 7: NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. What this shows Shows how to confirm for step 7 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 7 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible. The navigation path used here is Agency > Template Library. Step 7 of 7Path: Agency > Template LibraryImage 7 of 8 How to confirmNOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
    Buttons and menus referenced NOTEAgency > Template Library.gear iconProductsCategories > Create CategorynamedescriptionCreateHide toggle
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible. this image
    Step 7 of 7: NOTE that the Template(s) you want to hide from subaccounts must not… What this shows Step 7 of 7: NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. What this shows Shows how to confirm for step 7 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". This screenshot accompanies step 7 of 7 in the "How To Hide Individual Templates" section of "Hide Individual Templates From Subaccounts". At this point in the walkthrough you NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible. The navigation path used here is Agency > Template Library. Step 7 of 7Path: Agency > Template LibraryImage 8 of 8 How to confirmNOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible.
    Buttons and menus referenced NOTEAgency > Template Library.gear iconProductsCategories > Create CategorynamedescriptionCreateHide toggle
    All 7 steps in this procedure
    1. Navigate to Agency > Template Library.
    2. Click on the gear icon (Settings).
    3. In the Template Library Admin Settings, select one of the Products (ex: Funnels), click Categories > Create Category. Give the category a clear name (ex: HIDDEN Funnels) and description (ex: Funnel templates not visible to subaccounts.), then click Create.
    4. After the new category is created, find it in the list and click the Hide toggle (turns blue). There might be a modal asking you to confirm you want to hide this category for all subaccounts.
    5. Return to the Agency Template Library to confirm that you can see the hidden category and the Template(s) inside it.
    6. Open the relevant Product's Template Library by navigating to a subaccount > [product] (ex: Funnels if your hidden Category was in Funnels) > New [product] > from Templates. Confirm that you cannot see the hidden Category in the list of Categories visible to the subaccount. Search for the template by name to confirm it is hidden from All Templates.
    7. NOTE that the Template(s) you want to hide from subaccounts must not be in any un-hidden Categories. Confirm that the Template's preview image has a grey box with "This template is hidden for all your sub-accounts". If the Template is hidden it will say it is hidden. If the Template is NOT hidden it will not specifically say it is visible. this image

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