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Show Template To Specific Clients
Show Template To Specific Clients
Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago

Uphex provides a simple and effective way to add permissions for your clients, allowing them to only see the templates you want them to see. This feature helps to ensure security and confidentiality of your templates, and also helps to maintain organization within your account.

Here's how you can add these permissions:

  1. Go to the Categories page: To begin, navigate to the Categories page by visiting https://app.uphex.com/categories.

  2. Edit a Category: Once you're on the Categories page, find the category you want to edit and click the edit icon.

  3. Show Category to Specific Clients: When you edit a category, you will see the option to show that category to specific clients. Simply select the clients you want to have access to this category.

  4. Add Templates: Finally, add the templates to the category that you only want the selected clients to see.

By following these simple steps, you can now set up custom permissions for your clients, giving them access only to the templates you want them to see. If you have any further questions, please don't hesitate to reach out to our support team for assistance.

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