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AN
Lead Dispatcher & Customer Service Team Leader

How do I edit my templates ( If this is not a permissions issues )

I have templates at this time that I use very often, daily, sometimes multiple times a day. I would like to update current templates. As prices change and policies change it would be helpful. I know this is as simple as copy & past but sometimes things change from day to day and even hour to hour.
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Sherry W.
SW
Marketing, Web Design, Branding, SEO & SMM. Increase revenue for your company & put your online presence into overdrive!
0
From the Templates menu in the composer or from the settings menu, just select “Create New” in the upper right of the page. This will open an editor that allows you to build a new template. Account Owners can create Global templates that can be accessed and used across all Podium locations. Other users with access to manage templates can create and manage templates for the locations they have access to.
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Jeffrey P.
JP
Keller's Auto Sales
0
If it is not a permissions issue then to be honest I am not sure. You can create new templates. When I login to Podium on a computer it tells me that you must be an account owner to login. If you are the account owner then I would contact your support representative.
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