Assigning Access Rights to Mail Merge Templates

Access rights determine which users have access to the Mail Merge template. System administrators can assign create, read, update, and delete (CRUD) rights to users for the Mail Merge templates as appropriate.

  1. From the menu, click Admin menu > Management Reporting > Mail Merge Templates.
  2. Select the Mail Merge template you want to modify.
  3. In the Access section, do 1 of the following:
    • To enable any user to have access to the template, select Public.
    • To restrict access to only designated users and groups, do the following:
      1. Select Private.
      2. In the Available section, select the users and groups that you want to have access to the template.

  4. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.