Templates for Homepage Cards are created and managed in the Basic Console.
- Admin Console users can provide standard content for Homepage Cards by creating pre-formatted cards and storing them as Saved Templates in the template library.
- Other Console users in the organization can use the templates to create new cards that have a consistent look while still allowing for customization.
Access: Admin users with Global Admin or Super Client Admin roles can save templates.
- To create a Saved Template, follow the steps to create a new Portfolio-level card or new Building-level card.
- On the last step, before clicking Save, select the Save as templatecheckbox.