Restrict users to only see specific templates | Voters | ClearCourse Business Services Limited (trading as FLG Business Technology)

Restrict users to only see specific templates

Anil Sharma

An option to restrict users to only see specific email, text and letter templates would be helpful.

Some teams only deal with limited parts of the business and the extra templates may contain information that they don't need to see and can also cause extra confusion.

January 12, 2022

Karen Barker

Hi Anil Sharma Thanks for the suggestion, this is a great idea, there could also be an option to only view if the lead is at certain statuses as well as another way of organising templates. :)