If an account is set up with sub-accounts (Portal), does this mean I have to create/apply a Solution template to each sub-account or if I have clients who fall in the buckets of all contractors and home developers, I can have a solution template that I can apply to all sub-accounts? I tried to find the answer but didn’t find an answer anywhere in HH. Thanks!
Hi Annie,
Good question! Solution templates are applied by business ID, so you’d have to apply a solution template for each sub-account.
Let us know if you have any questions about this!
Thanks,
Jamie
Thank you Jamie for this!
As a follow up:
- if I create a Basic Template since none of my SMBs fall into these categories, once I add and change on the DIFF, can I save this and then apply this customized one to each sub-account or I would need to do these changes to every sub-account? Trying to figure out how we can do things at scale.
- In my PROD or demo account, I’m not seeing Solutions under Apps. Is this something Yext has to turn on for me?