Managing template categories

You can manage the categories of templates that are available when creating places, and create your own categories for displaying new templates.

Fastpath: Admin Console: Add-ons > Place Template Management

You may find that you don't want to make the full range of templates available to users who create places, or you may have created templates of your own that you'd like to organize in categories when they're displayed in the UI. You can use the Admin Console to create new categories for templates and to hide template categories that you don't want users to see.

To manage template categories:

  1. In the Admin Console, go to Add-ons > Place Template Management.
  2. To create a new category, click Add a category and type the name in the list.
    The number of visible template categories is limited.
  3. To hide a category from users who are creating new places, including all the templates it includes (unless they're also in another category), click Hide Category.
    Hiding a category does not affect places that have already been created. Places that are already using templates in a category you've hidden will still use them, but they won't be selectable to users who are creating or modifying a place.
    For example, hiding the Marketing template category will hide all the templates that are unique to that category, and users won't see the Marketing template as an option when they're adding templates. However, they'll still see the Customer 360 template because it is also part of the Sales category. You might find the place template reference (Place template reference) helpful when managing template visibility.
  4. To delete a category from the list (and make it invisible to users who are creating and editing places), click Delete Category next to the template. The category is marked for deletion.

    You won't be able to delete the built-in Jive categories, but you can still hide them if you don't want to use them.

  5. When your list of categories is the way you want it, click Save to apply your changes.

The categories you selected are hidden or deleted, the new categories are created.

Note that hiding or deleting a category does not affect places that have already been created. Places that are already using templates in a category you've deleted can still use them, but they won't be selectable to users who are creating or modifying a place.