Email Template & Reporting security settings

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  • Idea
  • Updated 11 months ago
  • Under Consideration
  • (Edited)
I have a customer that asked if we could lock down email templates so they cannot be edited by anyone other than the creator, but could still be cloned by anyone. 

Also the same thing with reports. 

I think this would be beneficial to have them template/report specific. 

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Cameron Wright, Employee

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Posted 11 months ago

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Venkateswara Reddy Kasireddy, Official Rep

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Hi Cameron,

With Gainsight native permissions arriving, we can identify the owner of an asset (report or email template) and by default the asset is private to its owner. The owner can share it with others with just READ permission. If we allow clone/copy action with READ permission I think this use case will be possible. Please let me know how that sounds.