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Email template folder access

Key Takeaway

Email template folders control who can see, use, and change templates. When you share a Classic email template folder with a group, managers of the group's members get no access unless they are also in the group.

Lightning email templates and Classic email templates use separate folders with different sharing rules. In Lightning Experience, a template takes its sharing from the folder it sits in after an admin turns on "Folders and Enhanced Sharing". Classic email templates keep their own folders, with visibility set in Setup. To work out who can see, use, or change a template, you need to know which rules apply and which permission each user has.

Private and public Lightning email templates

By default, Lightning email templates are saved to a private directory. Every user can edit their own private templates. Only the owner and users with "Modify All Data" can update a private template.

A user with "View All Data" can see templates in other users' private folders but can't modify them.

A public template can be updated by its owner, a user with the "Manage Public Lightning Email Templates" permission, or a user with Modify All Data. To create, edit, or delete public Lightning email templates, a user needs Manage Public Lightning Email Templates or Modify All Data.

In the email composer, even users with View All Data or Modify All Data can insert only their own private templates, templates shared with them, and public templates.

Platform Administrator II Study Guide

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Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, dashboard and report folders access, email folder access, Territory Management)

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