Open navigation

How to Grant Users Access to Email Templates

  1. On the left navigation, click Email Marketing > Emails
  2. Search for the template.
  3. Next to the email template, click Actions > User Settings
  4. Check the box next to the user(s) you want to grant access to. 
  5. At the top of the screen, click the pen and paper icon(Change Settings). 
    • A slide out page appears. 
  6. Under Access Settings, choose an option. 
    • Add Access - Grant access to selected users. 
    • Deny Access - Deny access to selected users. This option overrides the "Grant Access to All Users" option that is configurable on the template. 
    • Clear Access - Removes access for selected users. 
    • Allow Co-Marketing Access - Allows a user to select a co-marketing partner on the email template. Required for co-branded email templates. 
    • Allow Editing When Used as a Template (only appears if Add Access is chosen) - Selected users can edit content on the email template. 
    • Approval Flow (only appears if Add Access is chosen) - Select a saved approval flow to apply to the email template for selected users. 
  7. Once satisfied, click Submit.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.