We have "Lead Managers" working on outreach to Leads. At given points in the process they need to send templated emails with details to the lead and the salesperson. However, we only want them to access the templates specific to their division and role. Is there a way to restrict the lead manager's access to specific templates?
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09:37 Jan 19, 2022
Yes. Please set up Record permissions on the Email message template section/object.
It looks something like this: https://prnt.sc/26fjqvh
More information: https://academy.creatio.com/docs/user/setup_and_administration/user_and…
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