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