Customizing email template permissions

After creating an email template, the creator has full permission to the template. The creator or an administrator can customize who can view, edit, or delete an individual email template.

Note: Administrators set default asset permissions. Customizing a email template's permissions override those defaults.

  • View: Allows for searching for and viewing the asset.
  • Edit: Allows for changing the asset.
  • Delete: Allows for deleting the asset.
  • Set Security: Allows for changing the permissions for the asset.

The template will be available to marketing users if they have the View permission.

To customize template permissions:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil., then click Emails.
  2. Click Manage Templates.
  3. Select the template that you want to change, then click Choose.
  4. Click Actions > Permissions.

    An image showing the Asset Permissions window

  5. Do one of the following:
    • To add a user or user group to the list, click Add An image of the Add button.
    • To remove a user or user group, click the user or group and click Delete An image of the Delete icon..
  6. Select the check boxes to set the permissions for the user or user group.
  7. Click Save.

Learn more

Email templates

Security groups

Setting action permissions

Configuring default asset permissions