Custom Roles

Email Builder

Configure email template creation, management, and communication permissions for custom roles in KREDO.

Enable the Email Builder permission to allow users assigned to a custom role to create, manage, and publish email templates for automated or manual communications.

Email Builder Permissions

Enable the Email Builder toggle under Permissions to provide access to email template management features.

The following options can be enabled or disabled individually based on the requirements of the custom role.

Creating Email Builder

Allow users to create email templates for different communication purposes.

Updating Email Builder

Allow users to update existing email templates, including content, formatting, and delivery options.

Deleting Email Builder

Allow users to permanently remove email templates that are no longer required.

Note: Deleting an email template is irreversible.

Duplicating Email Builder

Allow users to create copies of existing email templates for reuse and modification.

Manage General

Allow users to configure general email settings, including subject lines, sender details, and formatting options.

Publishing Email Builder

Allow users to publish email templates and make them available for campaigns, notifications, or other communications.

Email Recipients

Allow users to send or resend custom emails to targeted audiences for follow-up communications.

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