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Patient Copilot Help Center

Extended Access: Template Library (For Admins Plans)

Give your agency more control and stronger branding with the newly-expanded Template Library access permissions plans. * * * ## What is Extended Template Library Admin Access? Template Library admin access was limited plan users. Now, admins on the “Starter” and “Unlimited” plans can log into Agency View → Template Library to explore ready-made assets, hide individual templates or entire categories, and preview premium creation tools with a gentle upgrade prompt. * * * ## Key Benefits of Extended Template Library Access - Browse Templates - Admins on the plans can now browse the Template Library.

  • Hide Templates - Prevent specific templates from appearing in the Template Library for locations. - Hide Categories - Prevent entire categories from appearing in the Template Library. * * * ## Hiding Individual Templates Hiding prevents a specific template from appearing anywhere in sub-accounts, safeguarding your agency’s brand or niche focus. Navigate to Agency → Template Library. Hover over a template and click Hide. A grey “Hidden” badge confirms the change. Hidden templates remain visible to agency admins for future management.!(https://assets.patientcopilot.ai/802c09308a98c75e.png) * * * ## Hiding Entire Categories Category-level hiding is perfect when none of the templates inside a folder fit your services. Inside Template Library, click the gear icon (Settings). Choose a product (e.g., Funnels) → Categories. Toggle Hide next to any category. All templates inside become invisible to every location.!(https://assets.patientcopilot.ai/ddd9de54b0b3d29e.png)!(https://assets.patientcopilot.ai/f62d405572269539.png) * * * ## Frequently Asked Questions Q: Can admins create new templates? A: Not yet. Template creation still requires the Pro plan, but you can browse and hide content today. (help.patientcopilot.ai) Q: Do hidden templates disappear for existing locations? A: Yes. Once you hide a template or category, it is removed from every current and future sub-account automatically. Q: Will hiding a category also hide templates I’ve customised? A: If the customised template lives only in that hidden category, it will be hidden. Templates assigned to multiple visible categories will still show. Q: Can I unhide something later? A: Absolutely. Return to Settings → Categories or hover over the template and click Unhide. Changes take effect instantly. Q: Does hiding affect my agency’s ability to use the template? A: No. Hidden items stay visible to Agency Admins, so you can still duplicate or edit them internally. Q: Is there a bulk-hide option? A: Category hiding is the fastest bulk route. You can also multi-select templates inside a category and toggle Hide. Q: Will clients see Patient Copilot branding anywhere? A: Hidden templates eliminate Patient Copilot-branded assets from their view, preserving your whitelabel presence. Q: Can agency users (non-admin) access the library? A: Only Agency Admins have library permissions plans. Users and location roles cannot see or edit templates. * * * ## Related Articles - Template Library Overview & Setup - Hide Individual Templates From Sub-Accounts