A few notes:

  • Email template access levels can be set at the Organization, Group, or Account level. These are the same access levels that can be set for users.

  • A user who has Manage permissions for email templates can create and edit templates at their level of platform access.

  • Learn more about user permissions and access levels here.

There are three steps for creating an email template:

  1. Details: Customize the email template, including email banner, message, and more

  2. Access Levels: Set template access to the entire Platform or specific Accounts or Groups

  3. Defaults: Set a template as the default for the Platform or specific Accounts or Groups

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Managing Email Template Permissions

  • Click the blue account menu in the top-right corner of the screen. Click Reward Templates from the drop-down menu.

  • Find the email template for which you'd like to change access levels and click the three dots next to it, and then choose Edit Template. You can also create a new email template.

  • Click Access Level to edit Access Level settings; all required fields for the email template must be filled out first.

  • Select whether a template will be accessible for use by the whole Organization, or specific Groups or Accounts. It's possible to allow multiple Groups and Accounts access to the same template.

Next Step: Set Email Template as Default

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How Access Levels Work

  • A template with Organization Access will be visible to all users on this platform, regardless of their access level.

  • A template with Specific Access: Group will be visible to all users who have access to the entire Group or Accounts under that group.

  • A template with Specific Access: Account will be visible to all users who have access to that specific Account.

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