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.