Presets - Publishing and Unpublishing

Whilst a template is live, you may wish to show and hide Presets from time to time. This can easily be done via publishing and unpublishing the Preset.

A published preset will be visible to any users within the nominated user groups it has been assigned to.

An unpublished preset will be hidden from users regardless of what nominated user groups it has been assigned to.

In order to publish or unpublish a Preset, you need to have the relevant permission set. Permission can be granted by either: 

• Management rights on a specific Preset (for most users)
  Each Preset has an Access control section to assign management rights
• Access level (for Super Admins) to create, modify or remove any template presets

Instructions to Publish

1

Under Admin / Templates / Presets you will see a list of Presets you have access to.
Select the Preset you want to update

2

The Preset view screen will open showing details about the Preset. Click the Publish button near the top of the screen

Note: Before a preset can be published, it must have at least one version created. This can be done by completing an existing preset draft, or clicking the Update preset button and making the necessary changes to configure the preset.

Instructions to Unpublish

1

Under Admin / Templates / Presets you will see a list of Presets you have access to. Select the Preset you want to update

2

The Preset view screen will open showing details about the Preset. Click the Unpublish button near the top of the screen