Granular permissions

"Global" permissions for user access to features like templates, mailing lists and dynamic content are set on the "Permissions" screen in the Messages main menu.

Permissions icon on dashboard

In addition to the global permission settings, granular permission settings are set on individual templates, mailing lists or other features. They can further grant permission for users to edit those features beyond the defaults set by the global permissions.


To access permissions for a list, open the list and then click on the gear icon on the bottom right of the screen.

Settings icon on bottom list menu

Select the “Permissions” tab, and select the group you intend to assign permissions to.

Permissions dropdowm for admin group

There are four levels of permissions:

  • View means that users can see the list membership and compose a message to that list, but cannot send without approval.

  • View & Send allows users to send a message to the list.

  • View, Edit & Send additionally provides the ability to add and remove subscribers from the list.

  • Admin offers all of the permissions, including the ability to assign permissions to others.


A Messages user who has “not allowed” global permissions for Templates above can be granted permission to use individual templates using the gear icon on the bottom right of the Template window. Template permissions must be assigned in order for a user to create or edit messages. Choose the group you would like to assign permissions to. This will allow the users in that group to select that template for composing a new message. If users do not have any template permissions assigned, they will not be able to use a template to compose a new message. The various permission levels affect the user's ability to edit and delete locked rows in the Message they are creating.

Permissions dropdown for admin group

There are three levels of permissions:

  • View means that users can use the template, but cannot edit or delete locked rows in the message

  • View & Edit allows users to use the template and delete locked rows in the message, but not edit those locked rows

  • Admin allows users to use the template, delete and edit locked rows in the message

Reply-to Addresses

For each reply-to address, you can assign permissions to groups to be able to use it. Click on the gray gear icon to the right of each address to view permissions and select a group to give rights to.

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