Managing a template library across your agency can feel chaotic—especially when you're trying to maintain consistent branding while giving clients access to the right tools without overwhelming them. If you're running a GoHighLevel agency on the $97 or $297 plan, you now have extended admin controls that were previously locked behind enterprise pricing. This means you can hide templates, organize categories, and control exactly what your sub-accounts see. In this guide, I'll walk you through every step of managing your Template Library like a pro, so you can scale faster and maintain complete control over your agency's workflows. Ready to simplify your template management? Start your free 30-day trial to see these features in action.
What Are Extended Template Library Admin Controls?
GoHighLevel's Template Library has always been powerful, but admin permissions were historically limited to enterprise-tier users. Now, the $97 and $297 plan holders get access to the same granular control tools. This means you can manage not just what templates exist in your account, but what your sub-accounts and team members can actually see and use.
Extended admin controls give you the ability to:
- Hide specific templates from your agency's offering
- Hide entire template categories to streamline client experience
- Maintain consistent branding across all sub-accounts
- Control template visibility based on user role and permissions
- Protect proprietary workflows from being accidentally shared
This is a game-changer if you've been frustrated with cluttered template libraries or worried about clients accessing templates that aren't relevant to their business model.
How to Access Extended Template Library Features
Before you can start managing individual templates, you need to navigate to the right section. Here's the step-by-step process:
Step 1: Log Into Agency View
Sign into your GoHighLevel account and make sure you're in the Agency Dashboard (not a sub-account view). You must have admin-level permissions to access these controls.
Step 2: Navigate to Template Library
From the main navigation menu, locate and click on Template Library. This is typically found under the Assets or Tools section, depending on your GHL interface version.
Step 3: Access Settings
Once in the Template Library, look for the Settings option. This is where the extended admin controls live. Click on it to unlock the management features.
Step 4: Verify Admin Permissions
If you don't see the Settings option, verify that your account is on the $97, $297 plan, or higher. Enterprise users have had these features for longer, but they've now been expanded to mid-tier plans.
How to Hide Individual Templates
One of the most useful features is the ability to hide specific templates without deleting them. This keeps your template library clean while preserving templates you might need later.
Why Hide Templates?
Hiding templates is ideal when you want to test new workflows before rolling them out, retire outdated templates, or keep proprietary templates away from sub-accounts until they're ready to use them.
Step-by-Step: Hide a Single Template
- Go to Template Library → Settings
- Browse to the template you want to hide
- Click the three-dot menu or settings icon next to the template name
- Select Hide Template from the dropdown menu
- Confirm your action
The template will immediately disappear from view for all sub-accounts and team members. You can unhide it at any time by reversing the process.
💡 Pro Tip
Create a naming convention for hidden templates (e.g., prefix with "[HIDDEN]" or "[DRAFT]") so your team knows at a glance which templates are visible. This prevents confusion when reviewing your library.
This is built into GoHighLevel. Try it free for 30 days →
How to Hide Entire Template Categories
If you want to clean up your template library at scale, hiding entire categories is faster and more efficient than hiding individual templates. This is especially powerful for agencies managing multiple client types.
When to Hide Categories
Hide categories when you're restructuring your template library, planning to deprecate a service line, or want to segment templates by client tier or industry.
Step-by-Step: Hide a Template Category
- Navigate to Template Library → Settings
- Look for the Manage Categories section
- Find the category you want to hide
- Click the category settings icon
- Select Hide Category
- Confirm the action
All templates within that category will be hidden from view immediately. Sub-accounts won't see the category in their dropdown menus, and your template library interface becomes cleaner for everyone.
You can restore hidden categories anytime by going back to Settings and selecting "Show Category."
Organizing Your Template Library for Maximum Efficiency
Hiding templates is just one part of good library management. Smart organization prevents the need for hiding in the first place.
Best Practices for Template Organization:
- Group by Use Case: Create categories like "Email Sequences," "Landing Pages," "Automation Flows," "SMS Campaigns." This makes templates easy to find.
- Use Clear Naming: Name templates descriptively. Instead of "Template 1," use "Welcome Email - SaaS Clients" so everyone knows exactly what it does.
- Segment by Client Type: If you serve multiple industries, create separate category structures for each. This reduces clutter and increases relevance.
- Version Control: If you regularly update templates, include version numbers in the name (e.g., "Onboarding Sequence v2.1").
- Archive Regularly: Hide or delete templates that are no longer in use. Outdated workflows confuse team members and slow down template selection.
The key is making it so obvious where a template is that no one has to search or ask.
Key Benefits for Agencies and Branding
These extended admin controls aren't just about organization—they're about protecting your agency's reputation and client relationships.
Protect Your Brand
By controlling template visibility, you ensure every client receives workflows aligned with your agency's standards. You can hide templates that don't match your branding guidelines or performance benchmarks, maintaining consistency across the board.
Control Client Experience
Clients shouldn't see every possible template. A overwhelmed client is less likely to take action. By hiding irrelevant categories, you guide them toward the workflows that actually solve their problems.
Streamline Onboarding
New team members get a cleaner template library to work with. Instead of sifting through hundreds of templates, they see only the ones relevant to their role. This accelerates their productivity and reduces errors.
Protect Intellectual Property
If you've built proprietary automation workflows, you can keep them hidden until the right time to share. This is especially valuable if you're testing new services before rolling them out to your client base.
Scale Smarter
As your agency grows and you add sub-accounts, template management becomes critical. These admin controls let you scale without losing control over quality, consistency, or brand alignment.