The four permissions
Permission | What it lets the user do |
Manage letter templates | Open Automation > Letters, and create, upload, publish and turn off letter templates. |
Initiate letters | Generate a letter from the customer page, and mark an uploaded file as a letter. |
Complete letter forms | Fill in the missing values of a letter that waits in Requires input. |
Retrieve letters | See the Letters tab in a customer's Files, and view, download and print letters. Without it, letter files are hidden. |
Admins always have all four permissions. Viewers can only have Retrieve letters. Other users have none of them until you turn them on.
Give a user letter permissions
Go to Users & permissions > Users.
Open the user.
Turn on the letter permissions the user needs.
Click Save changes.
Use a user group
You can also turn the permissions on in a user group, in Users & permissions > User groups. A user in an active group gets the group's permissions instead of their own.