> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/account-and-team/customization/how-to-use-icon-templates.md).

# How to use icon templates

An icon template is a named set of icons you build once in account settings and reuse on icon cards across every workspace journey map. Set the icons, their colors, and how they display, and the template is ready for anyone in the account to pick on a map.

{% hint style="warning" icon="list-check" %}

#### Prerequisites

You need Admin access at the account level. Icon templates are managed in **Account settings**, which only Account admins can open.
{% endhint %}

{% hint style="info" icon="tag" %}
Icon templates are available on the **Governance** plan.
{% endhint %}

Open **Account settings** from the account name at the top of the left sidebar, click the **Customization** tab, then choose **Icons** in the left panel. The **Customize icons** page lists each template with an **Edit** link and a delete icon.

<figure><img src="/files/hf0Vmc0qDBkdhrM7GtZb" alt="The Customize icons page under the Customization tab in Account settings. A left panel has Custom cards and Icons options, with Icons selected. Several icon templates are listed down the page, each with an icon, a name, an Edit link, and a delete icon. A + Add icon template link sits below the list."><figcaption><p>Account settings > Customization > Icons</p></figcaption></figure>

#### How to create or edit an icon template

Click **+ Add icon template** to create one, or **Edit** on an existing row to change it. Both open the same template editor, where you set the template's display options and the icons it holds.

{% stepper %}
{% step %}
**Open the template editor**

Click **+ Add icon template** to start a new template, or **Edit** on a template's row to change an existing one. The editor opens with the template's settings on the left and its icons on the right.

<figure><img src="/files/dYOjJgnCrLjZI0ic4RYg" alt="The icon template editor. On the left, Icon template settings show a Name field, a Direction toggle with vertical and horizontal options, a Background dropdown set to Transparent, a Size dropdown set to Medium, and an Interactive dropdown set to Yes. On the right, Default template items lists rows, each with an icon, a color, a name, a link control, and a delete icon, with a + Add icon link below. A banner at the top reads that changes only impact new icon cards."><figcaption><p>Icon template editor</p></figcaption></figure>
{% endstep %}

{% step %}
**Set the name and display options**

Type a name in **Name**. Then set how the icons render on a card:

* **Direction** - Lay the icons out vertically or horizontally.
* **Background** - Show each icon on a **Transparent** or **White** background.
* **Size** - Pick **Small**, **Medium**, or **Large**.
* **Interactive** - Set **Yes** to let editors toggle icons on and off on the card, or **No** to keep them fixed.
  {% endstep %}

{% step %}
**Add the icons**

Under **Default template items**, click **+ Add icon** for each icon you want. For each row, click the swatch to choose the icon and a color, type a name, and optionally add a link. A template holds up to 15 icons. Drag a row by its handle to reorder, or use the delete icon to remove one.
{% endstep %}

{% step %}
**Save the template**

Click **Save**. The template appears on the **Customize icons** page, ready for anyone in the account to pick on an icon card.
{% endstep %}
{% endstepper %}

{% hint style="success" icon="lightbulb" %}

#### **Tip: Edits apply to new icon cards only**

Changing a template updates the icons offered to icon cards added after the change. Icon cards already on a map keep the icons they were created with, so existing maps don't shift when you edit a template.
{% endhint %}

To put a template to work, add an icon card to a map and select the template on the card. See [How to use icon cards](/journey-maps/cards/how-to-use-icon-cards.md) for that flow.

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Article</th><th>What it covers</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>How to use icon cards</strong></td><td>Add an icon card to a journey map and pick the template that fills it.</td><td><a href="/pages/OFdvTS6UBacxH8mZXuGP">/pages/OFdvTS6UBacxH8mZXuGP</a></td></tr><tr><td><strong>How to create and edit tags</strong></td><td>Another account-level customization: build the tag categories and tags your team shares across workspaces.</td><td><a href="/pages/PCBq72fBl1XKlVm9m8al">/pages/PCBq72fBl1XKlVm9m8al</a></td></tr><tr><td><strong>Access levels and permissions</strong></td><td>Why customization is Admin-only and how account-level access works.</td><td><a href="/pages/escpmNlj3DUgMgLSjGAl">/pages/escpmNlj3DUgMgLSjGAl</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://helpdesk.smaply.app/account-and-team/customization/how-to-use-icon-templates.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.