The Templates use a simple permission model. You can grant permissions to an individual or a user group (do not confuse this with a Recipient Group!)


In the Permission Settings of the template you can grant an Edit or View role.

  • An Edit permission will allow any user/group to edit all content, send and copy.
  • A View permission will allow any user/group assigned to view all content, send and copy.


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What is an Interaction

Create or Edit a Communication Role