Any user with basic Email Templates Permissions can add, edit and use their own Email Templates.

If a user has Branch or Corporate Permissions they can set a different Owner from themselves as well as Enable the Template to be used by others:

  • When this is done, a User who is under the Owner in the hierarchy will have access to the Email Template and can send it if they have Email Template Permissions. 
  • The User sending the templates is able to select from any Email Templates that are owned by themselves or one of their parent entities that are Enabled for Other's Use. 
  • If a User has Corporate or Branch Permissions they can also see, edit, or send any Email Templates that are owned by any User within their Permission Controls.
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