- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set edit/delete template permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Edit Templates and Delete Templates, set the appropriate permissions then click Save
Email Settings
Allowing or Restricting a User from Creating Email Templates
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set email template creation permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Create Templates, set the appropriate permission then click Save
Allowing or Restricting a User from Managing Email Signatures
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set email signature permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Manage Signatures, set the appropriate permission then click Save
Allowing or Restricting a User from Sending Email As Other Users
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set email sending permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Allowed To Send Email As Another User, set the appropriate permission then click Save
Allowing or Restricting a User from Sending Mass Emails
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set mass email permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Ability to Send Mass Email, set the appropriate permission then click Save