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Customer experience | Sales, Customer Insights,...
Suggested Answer

Cannot create and view templates in real-time marketing

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Posted on by 15

pastedimage1655348622965v1.png

Hi,

I already assign these roles to the user, but he still cannot view/create templates in the system.

Can you help me figure out what else roles he needs?

Cheers

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi Chenxiao, 

    The templates in real-time marketing you mentioned is email templates, like Highlighted section in the following screenshot:

    pastedimage1655442504498v1.png

    If so, you can check that the email template permissions are sufficient in these security roles you have listed.

    If i misunderstand, could you please provide more details or screenshots about the template?

  • Chenxiao Profile Picture
    15 on at

    Hi Leah,

    User can create the template Email in Outbound Marketing while he cannot create the template in the Realtime marketing.

    I want to know is there any other roles specially related to the Real Time Marketing?

    Cheers,

    Chenxiao

  • Suggested answer
    Aga M Profile Picture
    on at

    Hi Chenxiao,

    Thank you for reporting the issue.

    We will fix this by adding needed permissions for email templates to default marketing security roles (Marketing Manager - Business, Marketing Professional - Business).

    In the meantime, you can already add email template permissions for your security roles manually.


    Best regards,
    Aga

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