Sometimes your customers may need help customizing their templates—maybe they’ve requested a size change, a personalized detail, or a design tweak. Whatever the case, Templett makes it easy for you to edit their templates directly.
While customers have access to powerful tools in the design app, they don’t have the same level of functionality that sellers do. That’s where the Design as User feature comes in.
When to Use This Feature
Use the Design as User option when a customer:
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Requests a size change for their template
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Can’t figure out how to edit a specific element
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Needs something added to their design that they can’t do themselves
How to Design as a User
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Go to Admin
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Click on Orders
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Select the customer’s name to access the User Details area.
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In the User Details section, click the “Design As User” button.
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You’ll be taken into the design app, viewing the customer’s templates similar to how they see them—but with full access to your seller tools.
This allows you to quickly make any necessary changes—such as resizing the template, adding design elements, adjusting layout, and more.
If you want to see exactly what the customer sees, you can toggle between Designer View and Customer View from your profile image dropdown in the top right corner.
After You Make Edits
Once you're done:
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Click the Save button.
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Ask the customer to reopen the template to see the updated version.