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cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
October 19, 2017

Email Template & Reporting security settings

  • October 19, 2017
  • 1 reply
  • 24 views
I have a customer that asked if we could lock down email templates so they cannot be edited by anyone other than the creator, but could still be cloned by anyone. Also the same thing with reports. 

I think this would be beneficial to have them template/report specific. 

      1 reply

      venky_reddy_k
      venky_reddy_k
      Helper ⭐️
      October 23, 2017
      Hi Cameron,

      With Gainsight native permissions arriving, we can identify the owner of an asset (report or email template) and by default the asset is private to its owner. The owner can share it with others with just READ permission. If we allow clone/copy action with READ permission I think this use case will be possible. Please let me know how that sounds.

      Thanks
      Venky
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