🔐Permission Groups - Message Templates (Meta)

In SprintHub, you can grant or revoke permissions so your users can access and manage Meta message templates, such as Templates, as well as other options related to creation and editing. This ensures precise and flexible control over access to this information.

By granting these permissions, users will be able to access the Message Templates (Meta) areas in the system. Otherwise, this functionality will be restricted to administrators.

To manage the permissions, follow these steps:

1. Go to System Settings ⚙;

2. Select the option: Permission Group;

3. To create a new group click “+ New Group”, to edit an existing one, click “Edit”;

4. To enable the Message Templates (Meta) feature, simply check the box ☑️; this process is done in Leads, Companies and Opportunities;

5. After making the changes, click “Save Changes”.

CONCLUSION:

Using permission groups for message templates (Meta) in SprintHub offers more efficient and secure management of user access. With this approach, it is possible to define clear rules about who can create, edit and manage Templates, ensuring greater control and organization. In addition, this structure reduces operational errors, improves compliance with platform guidelines and provides more flexibility in administering permissions, optimizing collaboration within the team.