How can I restrict users to access mail merge templates? When users are taken to the mail merge page, I only want to give access to particular templates for that particular user.

  • take all template in one folder and give user access of that folder only. – Tushar Sharma May 30 '16 at 4:39

You create a new folder in your Email templates.

  1. Decide to give Read Only/Read Write Permission.

  2. Select the templates you want to make them available in this folder.

  3. At the bottom, select "This folder is accessible only by the following users" and then choose the Users you want to give the access to.

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| improve this answer | |
  • Thanks for the answer, but I am not asking about Email Templates. These are Mail Merge templates which are accessed by Setup-->Communication Templates-->Mail Merge Templates. There is no scope of creating any folder and providing permissions to users based on folder here. So if I want any user to have access to only one template and not all, what do I need to do? – SFDC_CRM May 31 '16 at 5:15

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