In D365 "Customer Service Hub", under "Templates -> Email templates" we have set up lots of email templates.
[NB It's the ("Email template"/"template") (display name/logical name) entity I'm talking about here.]
We want to restrict access to these templates, so that only selected users can edit the templates. Most users should not be able to edit the email templates, but are currently able to.
The templates should be usable by all "Customer Service Hub" users, but only selected users should be able to edit them.
Presumably this can achieved by removing most users from selected security roles? But which security role precisely?
There's an XRM Toolbox tool called Privileges Discovery that should do exactly what you need. Connect to your environment, load the roles, and then find the WriteEmail permission. From there, you can see all security roles hat grant this permission and cross-check it against the roles in use for your environment. This will work for both OOB and custom roles.
1 people found this reply helpful.
Was this reply helpful?YesNo
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
94
Share
Report
All responses (
Answers (
