Restricting Users/Teams to only be able to view/use certain emails

Smart CRM & Sales Hub Account & Settings
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1

Hello,

Is there a way to edit permissions when adding a new users to a team that would restrict them to only have viewing access to a certain set of emails?

The context is adding users and creating a team for internal comms, but we do not want these users to be able to see anything other than specific email templates that are created for them.

Would this be something that is done at the user level, teams level or within marketing emails?

2

Hi @JTorres17,

Are you referring to these email templates?

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To my knowledge, template permissions are only: (1) users can see them or (2) they can’t see them. Specific templates can’t be controlled at a team level.

Here’s where you can control the on/off template access in permissions.

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All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses use HubSpot and Zapier.