Agency Preset Management

We would love to see a singular place to manage all presets within an agency - including what account the preset was created in, and ability to customize which sub-accounts can see which presets.



  • Additionally, presets should be able to move with an account if it gets transferred into or out of an agency.

  • There is an easy way to handle presets. Create a new account within your instance, and only use this account to build and store presets. Make life a heck of a lot easier!

  • Thanks Michael - does this allow me to control which sub-accounts have access to specific presets? I'd love to customize it so not ALL presets are available to all sub-accounts. Additionally, we have clients who come to us with presets already in place and as far as I know, there's not a way to move/transfer presets - I would have to go in and re-create them. So the ability to move them around easily would be nice too!


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