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03-06-2024 09:16 PM
Hi Team ,
can anyone please help me with role .
User came up with request , he want's create 'email template' , so which role I have to provide .
and after giving the proper role , how do i test with the user in lower instance .
Thanks in advance
Solved! Go to Solution.
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03-06-2024 09:50 PM
@nameisnani , Think Before giving Admin Access because they Get entire Platform Access , if he is developer already that would be good but providing for end user might Make issue as they can touch anything
Thank you for Marking Helpful , Please Accept the Solution
Regards.
Shyamkumar
Regards,
Shyamkumar
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03-06-2024 09:37 PM
hi @nameisnani ,
To create Email templates Admin role is required , check below document
Regards,
Shyamkumar
Regards,
Shyamkumar
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03-06-2024 09:50 PM
@nameisnani , Think Before giving Admin Access because they Get entire Platform Access , if he is developer already that would be good but providing for end user might Make issue as they can touch anything
Thank you for Marking Helpful , Please Accept the Solution
Regards.
Shyamkumar
Regards,
Shyamkumar
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03-06-2024 09:45 PM - edited 03-06-2024 10:50 PM
Hi @nameisnani ,
Good day!
To create Email Template you need "Admin" role. For user who is having lower instance access you can provide ITIL Admin Role over there and they can create the email Template and you can test the working of the Email by triggering with any task completion or creation. (Example).
If you still have queries you can refer to this link for clear understanding.
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
best regards
Durga Prakash
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03-06-2024 10:09 PM - edited 03-06-2024 10:09 PM
Poor suggestion ! never suggested
☑️ Please mark responses as HELPFUL or ACCEPT SOLUTION to assist future users in finding the right solution....
