I am an admin and have templates available to me under the conversations tab, and also have the same templates option to select a template when I create an email. My users CAN access templates under conversation, but CANNOT access template option when creating an email to a contact. Please help. I keep getting told it’s a permissions thing, but I’ve already enabled them under the services permission. I have been getting the runaround.
Hello @Lizzfla1, thank you for posting in our Community!
Please note: users with Templates permissions can create, edit, and delete templates. Free users can access the first five templates created in the account. This means that if a free user is added to an account where five or more templates have already been created, that free user will be able to view and use only those first five templates. If there are no templates in the account, the free user can create up to five templates total.
For this, they would be required Sales permissions (More information here) On the Sales tab, set more granular permissions and restrictions for sales tools such as products and templates, as well as assign, paid Sales Hub seats.
I hope this information helps.
Kindly,
Pam
HI,
Would it then also be possible to only assign up to 5 templates to a person / group of free users?
When i assign them to a specific group, will that have priority over the 40 other templates?
Let me know what i can do!
Thank you,
WSnoey
Hi @WSnoey
Thanks for your comment! To ensure your question or topic gets the best visibility and a wider range of responses from the community, it’s usually best to start a new thread rather than adding to an older one.
A fresh post will help your query stand out to everyone who browses the forum, increasing the chances of someone with relevant insights or solutions seeing and responding to it quickly. Feel free to tag me in the post and I’m happy to get you started.
Best,