Show Template To Specific Clients

Updated 1 min read

UpHex provides a simple and effective way to control which clients can see specific templates by setting client permissions at the category level. This helps ensure organization and confidentiality within your account.

Here's how you can set up client-specific visibility:

  1. Go to the Categories page: Navigate to the Categories page at https://app.uphex.com/categories.

  2. Edit a Category: Find the category you want to restrict and click the edit button.

  3. Select Specific Clients: In the category form, find the "Clients (optional)" field. Use the multi-select dropdown to search for and select the specific clients you want to have access to this category and its templates.

  4. Save: Click "Save Category" to apply your changes.

By default, a category is shown to all clients. When you select specific clients in the Clients field, only those clients will be able to see that category and the templates within it.

If you have any further questions, please don't hesitate to reach out to our support team for assistance.