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Kevin Schachle

11/03/2020, 4:18 PM
Hey everyone, I'm trying to allow a role permission to use letter templates on a transaction record but can't find the right permission to make this happen. I've allowed full-level access for the Letter Template and edit-level for Track Messages but no cigar. Does anyone know what I'm missing here? Thanks!
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Chloë

11/03/2020, 6:20 PM
Do they also have the Letter Messages permission with at least create-level?
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Kevin Schachle

11/03/2020, 6:20 PM
Yes, they have those permission too