Internal SupportSocial App SOPsTemplatesHow to access and edit templates

How to access and edit templates

Accessing a template

From anywhere within the app, you can access templates by clicking on Templates in the top menu

Editing a Template

If you hover over a template, options for Edit and Archive will show

Edit will allow for name changes, search term changes, and if you’d like to make it live for all users. Be sure to click save if any changes are made.

Archiving a template will put it in the archived folder under filters. Once archived, no users will be able to use it