Granting Power User Access to Email Templates
In Metric Insights, Power Users have to be granted specific Privileges and Permissions to be able to view and edit an Email Template. This article describes the steps an Administrator should take to give the Power User View and Edit access to an Email Template.
Edit Access permits a Power User to create new Email Templates, open the Email Template Editor, edit the Templates, created by the PU or to which the PU has been granted Permission to edit and see the list of available Templates by opening the Email Templates entry of the Admin menu. A Power User can grant access to the Email Template to Power Users who are members of the same Group or the ones the PU has edit access to.
A Power User can get edit access to the Email Template individually or inherit it from the Group he/she is a member of.
Access Admin > Users & Groups and click on the PU's Active Name link to open the User Editor
NOTE: "Create Email Templates" Privilege can be a part of a Privilege Set. Assigning Privilege Sets rather than specific Privileges is recommended in Metric Insights, so check the Privileges List at the bottom of the page. If the "Create Email Templates" Privilege is not in the list, proceed with this step.
- [+Privilege To User]
- Filter the list by "template"
- Find the "Create Email Templates" Privilege and select the checkbox
This can be done either from the Template Editor or from the User Editor.
By default, Power Users who have the Edit Access can grant other PU's access to the Email Template, but it's limited to the Users that are members of the same Group. The Administrator can allow the Power User to grant access to the Email Template to any PU or Group by assigning the Allow Power Users to grant Email Template access to any User or Group Privilege.