Email Marketing Tool

ADowd1
Participant

Team mates unable to access email template tool

SOLVE

Hi all, one of my team members is unable to see the email builder and access our old templates in the CRM tab. This seems to be since we acquired our paid seat; are there additional permission settings I need to grant? Currently she has all of the Marketing permissions enabled.

ADowd1_0-1742214942608.png

 

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1 Accepted solution
ADowd1
Solution
Participant

Team mates unable to access email template tool

SOLVE

yes, it's n the Marketing tab, apologies... and correct, she can't see the email option under Marketing. I'll reach out to support - thanks

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danmoyle
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Team mates unable to access email template tool

SOLVE

Hey there @ADowd1 I want to confirm what you're asking, as I don't see any email function in the CRM tab. There's marketing emails under the marketing tab, and templates under the library tab (which is for Sales). 

 

Your teammate can't access the email builder here? 

Screenshot 2025-03-17 at 8.58.58 AM.png

It looks like you have the correct permissions and core marketing seat, so if it were me I'd reach out to support. There's also this knowledge base resource on permissions to help. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
ADowd1
Solution
Participant

Team mates unable to access email template tool

SOLVE

yes, it's n the Marketing tab, apologies... and correct, she can't see the email option under Marketing. I'll reach out to support - thanks

0 Upvotes