Save Homepage Card templates

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.


  1. To create a Saved Template, follow the steps to create a new Portfolio-level card or new Building-level card.
  2. On the last step, before clicking Save, select the Save as templatecheckbox.


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