Company Templates App - Admin Guide

Company Templates is an advanced feature that provides custom-made templates for a company's design specifications. As an administrator, you can create new content, covert to a template, and share them for use.

Note: If you're interested in adding this feature to your account, contact your Account Manager.

Once the Company Template feature is activated for your account, user access will need to be set up.

To do so:

• User Roles can be used for bulk permission editing.
• Ensure those using the Company Templates app (EX: store managers) have access to the app, then remove access to the standard Templates app.
• Admins (EX: graphic designers, marketing managers, etc.) should have access to both the Company Templates and standard Templates app as they'll use the standard app to customize templates.

Setting Up User Access

To provide access to the Company Templates app, the User Role for desired users will need to be edited.

To do so:

1. Log into Enplug.
2. Click the gear icon in the left-side menu to launch the Settings menu.
3. Click Users Roles.
4. Select the role you'd like assign Company Template app access to.
5. Under Apps, check the Limit Access to specific Apps box.
6. Click the Apps button to the right of the checked box.
7. Click the plus icon to the right of Company Templates.
8. Click SELECT APP.
9. Click Save in the upper right corner.

Creating a Template

Note: For more information on using the Templates app to create a new sign, visit this article.

After creating a sign, or using an existing one, you'll covert it into your Company Templates. This will be done through the standard Templates app.

To do so:

1. Log into Enplug.
2. Click the Apps dropdown in the top menu.
3. Open the Templates app.
4. Under Convert To Template, click the wand icon to the right of the desired sign.
   • This will prompt a setup page where you can make edits to your sign, if needed.
5. Click Go to Template Mode in the top menu.
6. Enter a Template Name.
7. Click Save in the upper right corner.
8. Once saved, click My Templates in the top menu.
9. Under Publish, toggle on the new template.
   • This will prompt a Would you like to publish your template? pop-up.

10. Click Publish. 

    

From the My Templates list, you can open any template and enter Edit Mode to make any desired changes. Remember to click Save whenever changes are made.

The Company Templates app will now be ready for use.

For questions or concerns, please reach out to our Support Team at support@spectrio.com.