All templates visibility based on Counsellors
With this new feature we can restrict visibility of Email/SMS templates on individual Counsellor levels.
In current implementation, all the SMS/Email/WhatsApp templates are directly visible to all the counselors, With this feature we can restrict visibility of templates on individual counselor levels.
- 1.Whenever a new template is added a new dropdown to be shown to select visible to.
- 2.The dropdown will have a list of counsellors and an option of All Counsellors, similar to the save list option.
- 3.If the user selects All Counsellors the template will be visible globally.
- 4.This option needs to be added for all the templates: Email, SMS, WhatsApp
- 5.If a template is marked as not visible for a counsellor, the counsellor should not be able to see the template while:
- Sending single/bulk SMS/Email/Whatsapp from all the places.
- Creating campaign
- Creating campaign
You can add to which counsellor this template to be visible to
Last modified 2yr ago