There are two email actions you can grant permission for:

Sending emails from Agiloft
Creating, editing, or sending email templates for a specific table

This article describes how to grant permission for these actions to a given group.

Grant Email Permissions

Follow the steps below to grant groups permission to take email actions.

Grant Permission to Send Emails

First, grant permission to create emails in the Communications table. This makes it possible for users to create communication records.

To give a group permission to create emails:

Click the Setup gear in the top-right corner, go to Access > Manage Groups, and edit the group.
On the Tables tab, open the Communications table and navigate to the Record Permissions tab.
Select the Send Emails checkbox.

Next, grant permission to send emails from individual tables. This gives user access to the email icon and Send Email option.

Complete these steps for each table you want the group to send emails from:

Go to Setup > Access > Manage Groups and select the group.
On the Tables tab, open the desired table and navigate to the Menu Permissions tab.
Select the Send Emails checkbox.

You can also give a group this ability from the Outbound Email wizard by selecting the group on the From Options tab. If you add a group this way, make sure to hold Ctrl when selecting additional groups so that you don't deselect other groups in the process. If users have trouble sending emails after you check the settings mentioned above, check the From Options tab to make sure their group is selected.

If you add or remove a group in either location, the other location is updated to reflect the change.

Send, Create, and Edit Email Templates

To give a group permission to create, edit, or send email templates for a specific table:

Go to Setup > Access > Manage Groups and select the desired group.
On the Tables tab, open the desired table and navigate to the Menu Permissions tab.
Select an option in each of the following sections:
- Allow creating/editing/deleting of Email Templates?
- Allow to View and Send Email Templates?
- Allow group to publish Email templates

Permission Interactions

These permission options work together to determine what users see within your system. Groups must at least have permission to send emails in Agiloft to see email options, and the table below outlines what else users see depending on the other permissions they have.

Send emails?	Create/Edit/Delete email templates?	View and send email templates?	Behavior
Yes	Yes, either only those the user created or all templates.	Yes, either only those the user created, only those the user created plus published templates, or all templates.	The email button appears as a drop-down and users can manage and choose email templates. The email templates that appear depend on the level of access you have given the group.
Yes	Yes, either only those the user created or all templates.	No	The email button appears as a drop-down and users can send a new email or manage the templates which they have access to manage. They may not choose an email template to create a new email.
Yes	No	Yes, either only those the user created, only those the user created plus published templates, or all templates.	The email button appears as a drop-down and users can send a new email. Users can choose to use an email template to create this new email. The email templates they can choose depend on the level of access you have given the group. The user does not have the ability to manage the email templates.
Yes	No	No	The email button appears. Clicking it allows users to create a new email. They may not choose or manage any email templates.
No	Yes, either only those the user created or all templates.	Yes, either only those the user created, only those the user created plus published templates, or all templates.	The email button appears as a drop-down but the Send Email option is disabled. Users may manage the email templates their group has access to manage.
No	Yes, either only those the user created or all templates.	No	The same as above. The email button appears as a drop-down but the Send Email option is disabled. Users may manage the email templates to which their group has access to manage.
No	No	Yes, either only those the user created, only those the user created plus published templates, or all templates.	No email button appears.
No	No	No	No email button appears.