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Amruthavarshini
Helper III
Helper III

Can we create Email Templates in Team or Business unit level?

Hello everyone, 

 

I want to know whether we can create email templates which will be only visible to particular Teams or Business units.

 

In our case, we have many email templates and different teams. We dont want all the teams to see all email templates. It will be good if they can see the templates required for them.

 

Is it possible to filter out the email template based on the Team or Business unit? 

1 ACCEPTED SOLUTION

Accepted Solutions
cchannon
Super User
Super User

Yes. Email templates, like nearly all other records in Dataverse have an ownership and granular permissions controlled by security roles:

cchannon_0-1636379519336.png

So, all you need to do is ensure your templates are owned by the right team or BU, then set users read privs to Individual or BU level.

View solution in original post

2 REPLIES 2
cchannon
Super User
Super User

Yes. Email templates, like nearly all other records in Dataverse have an ownership and granular permissions controlled by security roles:

cchannon_0-1636379519336.png

So, all you need to do is ensure your templates are owned by the right team or BU, then set users read privs to Individual or BU level.

View solution in original post

Amruthavarshini
Helper III
Helper III

@cchannon Thank you for reply.

 

I can see that we can create email templates with individual or organization level.

How can we make it owned by any particular team or BU? By assigning it to particular Team? Or Using Security role? 

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