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cnichols
cnichols
Helper ⭐️
October 19, 2020
New Idea

Email Template Permissions

  • October 19, 2020
  • 6 replies
  • 154 views

Linked to another issue with have open on email templates, we would like to have additional granularity on the templates that our end-users can see and use. 

Example: 

Role 1: Can see all templates

Role 2: PS specific templates

Role 3: Renewal specific 

 

Our current challenge is that our users are getting confused with the number of templates which they can see from the Cockpit and we believe that this is one of the areas where we can better streamline the process. 

    6 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    December 24, 2020

    @cnichols hope this article will help you with more information. Please let us know if you need more help on this.

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    January 8, 2021

    @cnichols Would folder specific permissions help your use-case?

      cnichols
      cnicholsAuthor
      Helper ⭐️
      January 14, 2021

      Hi @sai_ram 

      I don’t believe the permissions will help address our needs. 

       

      @nitisha_rathi  - we specifically are looking for permissions to be set on 

       

      • Email Template 1 (User Group A can see and send these). 
      • Email Template 2 (User Group B can see and send these). 
      • Email Template 3 (User Group A, B, and C can see and send these). 

      As we continue to scale Gainsight out within our organization we are finding different people in various roles starting to utilize the platform (Professional Services, Technical Account Managers, Customer Enablement, Customer Support, etc). Each of these groups have different needs for the templates so we don’t want them to see templates that don’t apply to them - this further makes their end-user experience poor and a UI nightmare. 

       

       

       

        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        January 21, 2021

        @cnichols Would it be possible to keep these templates in different folders and give permissions accordingly? e.g.

         

        User Group A has access to all email templates in folder1

        User Group B has access to all email templates in folder2

        User Group A, B and C have access to all email templates in folder3

        cnichols
        cnicholsAuthor
        Helper ⭐️
        January 21, 2021

        Hi @nitisha_rathi 

         

        Folders could work without a problem here if we designed accordingly. 

        In addition, we’d like to be able to expire the templates (set a date to auto turn off for those that we use for email assists for the CSM’s to email from cockpit (like event specific ones)). 

         

        Thanks,

         

        cody 

          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          January 22, 2021

          @cnichols Got it. The expiration makes sense.

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