Control Which Email Templates Are Shared

Admins and sales reps can set different levels of access to email templates based on which folder a template is in.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Reps can control who can access which email templates and how, based on the settings of the email template folder.

Share a folder

To change the sharing settings, click Share on the Email Templates page or while editing a folder.

Share folder

Select who to share the folder with, and what access to give them.

Share a folder with

How: Enable the org permission Folders and Enhanced Sharing for Lightning Email Templates. By default, the user who creates the folder has Manage access.

Note

Note

If you disable Folders and Enhanced Sharing for Lightning Email Templates, you lose access to the email template folders you created and the email templates inside those folders. To regain access, enable Folders and Enhanced Sharing for Lightning Email Templates.