Sales Insights Email: Allow CRM user to edit email

Katie_Paultre
Level 1

We want to disallow CRM users from editing emails in Sales Insights to prevent changes within the template, but is it possible for users to add a note above the templated email to personalize the mailing?

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Vinay_Kumar
Level 10 - Community Advisor

Yes, it is possible to prevent CRM users from editing emails in Sales Insights. You can achieve this by adjusting the user permissions.