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Organize Email Templates
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Management Department - Blue Bay Capital |
A request to be able to allow the following permissions for users to be able to create folders to hold their email templates.
#1: Admin can create folders and designate for any user as well be able to "hide" folders from certain users. The Admin can also designate email templates to be company wide or branch specific. Admin has access to all sub user created folders and email templates.
#2: A Branch user can create folders specific for their Branch down to the LO. They can designate which email templates (Branch specific) are visible to certain brokers and LO's or if they are branch wide.