Forum Post: Email Templates - Permissions

  • Thread starter Thread starter tory@allwestern.com
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tory@allwestern.com

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Templates have no permissions - so when a regular user goes to the communication log and sends an email. They see a LONG LIST of templates to choose from to send manually. Obviously you are not adding template permissions, so this is how i was thinking to get around this. Let me know if this will work or is optimal. I will create an object just for templates that are used in the work flow (auto sending templates) and the object that a user will actually email from (communication log) I will add only templates I want used manually there. that way they dont have to scroll through a hundred useless templates to find the one they actually needed. STILL the down side is EVERYONE can see all the manual templates so managers or departments can not have specialized ones without all seeing it. If they added permissions to templates this would not be an issue - At least viewing permissions to the manually email drop down... Thanks!

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