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pmccrudden
Contributor ⭐️⭐️
January 28, 2025
New Idea

Email Template Folder Permissions Needed Asap

Related products:CS Journey Orchestrator
  • January 28, 2025
  • 1 reply
  • 45 views

Currently we’re in the process of updating our Partner process from sharing a simple Success Plan with them to utilising the Partner licenses and through Partner Customer Success options. 

One major issue that we have uncovered is that you are unable (or at least I can’t find a way currently) to hide certain email templates or template folders. This means that partner users can have full access to your entire library of email template assets. 

I don’t think we will be able to release this to our Partner users until this is rectified via adding some permissions to the folders so that we can manage these and keep them out of sight of the partners and only share those that are applicable to them. 

If anyone has a workaround please share as I’d love to get this running. 

1 reply

ssamarth
Gainsight Employee ⭐️
Gainsight Employee ⭐️
February 24, 2026

@pmccrudden

Admin can show/hide templates based on area where the template is being used for sending email. Incase partners are using one particular email sending area say Email Assist , you can restrict the templates in that particular area