By default, a Message Template created using the Messaging dialog has Scope set to User. If you created a template in the Messaging dialog, follow these steps to make available to other users:
- 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.
- To limit access to this template to specific users and/or groups, follow these steps:
- Remove the check mark from the Allow Everyone box.
- 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.
The Read, Edit, and Delete check boxes on the permissions form are reserved for future use.
- Save and close the record.