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- Open the template's record in the Message Templates service.
- Change the Scope from User to Global.
- Configure the template's security settings.
- If you want this template to be visible to all users in the Messaging dialog's Load Template window, leave the Allow Everyone box checked option selected.
- To limit access to this template to specific users and/or groups, follow these steps:Remove the check mark from the clear the Allow Everyone box option.
Add the users and groups who should have access to this template under the Group Permissions and User Permissions tabs. Any user or group that has a sub-type record under one of these tabs will be able to use this template.
Note title Reserved for Future Use The Read, Edit, and Delete check boxes on the permissions form are reserved for future use.
Save and close the record.