user unable to see global email templates

Can a user in some business unit use email templates ('global' or
organization wide, entity related), even if these were made by someone in
another business unit ?
Our Account Managers (BU Sales) can view all email templates (except the
personal ones belonging to other users), but they can only use the ones made
by someone in their BU. When they do Actions/Add/Activty/Email/Insert
Templates/Regarding Object <select opp>/OK they should see the Global
Templates and the Opportunity templates, but they only see the ones of their
own BU, no global templates made by users of other BU's
Their Security Role allows them to do anything (green) with Opportunities
except Delete and Share and alows them to do anything with Email Templates
except create, delete and assign, which are BU restricted (half yellow)

mscrmexpert
Fri Feb 29 10:20:06 CST 2008

see user rights for email and templates

see rollup update 2.

--
Regards,
Imran
MS CRM Certified Professional


http://microsoftcrm3.blogspot.com

Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com



"nb0512" wrote:

> Can a user in some business unit use email templates ('global' or
> organization wide, entity related), even if these were made by someone in
> another business unit ?
> Our Account Managers (BU Sales) can view all email templates (except the
> personal ones belonging to other users), but they can only use the ones made
> by someone in their BU. When they do Actions/Add/Activty/Email/Insert
> Templates/Regarding Object <select opp>/OK they should see the Global
> Templates and the Opportunity templates, but they only see the ones of their
> own BU, no global templates made by users of other BU's
> Their Security Role allows them to do anything (green) with Opportunities
> except Delete and Share and alows them to do anything with Email Templates
> except create, delete and assign, which are BU restricted (half yellow)
>

Andy
Fri Feb 29 14:56:13 CST 2008

"nb0512" wrote:
> Can a user in some business unit use email templates ('global' or
> organization wide, entity related), even if these were made by someone in
> another business unit ?
> Our Account Managers (BU Sales) can view all email templates (except the
> personal ones belonging to other users), but they can only use the ones made
> by someone in their BU. When they do Actions/Add/Activty/Email/Insert
> Templates/Regarding Object <select opp>/OK they should see the Global
> Templates and the Opportunity templates, but they only see the ones of their
> own BU, no global templates made by users of other BU's
> Their Security Role allows them to do anything (green) with Opportunities
> except Delete and Share and alows them to do anything with Email Templates
> except create, delete and assign, which are BU restricted (half yellow)

For CRM 3.0, using a customizer account, go under Settings->business
Unit Settings->security roles, edit a role that is assigned to your
user. On the Core Records tab, locate the line "E-mail Template", and
under the share and read columns click the circle so that it is solid
green. This allows the role to read and use any email template in the
organization.

crm
Thu May 15 18:00:00 CDT 2008

Hi,

I also had this issue in CRM 4.0 - try making sure that in the 'Business
Management' area of the security role you have full "read" rights on the
"Business Unit" - this seems to be having an impact on whether or not you are
able to see the global templates even through this is not very obvious ... !

Hope this helps!

Thanks,
Mary


"Andy" wrote:

> "nb0512" wrote:
> > Can a user in some business unit use email templates ('global' or
> > organization wide, entity related), even if these were made by someone in
> > another business unit ?
> > Our Account Managers (BU Sales) can view all email templates (except the
> > personal ones belonging to other users), but they can only use the ones made
> > by someone in their BU. When they do Actions/Add/Activty/Email/Insert
> > Templates/Regarding Object <select opp>/OK they should see the Global
> > Templates and the Opportunity templates, but they only see the ones of their
> > own BU, no global templates made by users of other BU's
> > Their Security Role allows them to do anything (green) with Opportunities
> > except Delete and Share and alows them to do anything with Email Templates
> > except create, delete and assign, which are BU restricted (half yellow)
>
> For CRM 3.0, using a customizer account, go under Settings->business
> Unit Settings->security roles, edit a role that is assigned to your
> user. On the Core Records tab, locate the line "E-mail Template", and
> under the share and read columns click the circle so that it is solid
> green. This allows the role to read and use any email template in the
> organization.
>