Enabled for | Public preview | General availability |
---|---|---|
Users by admins, makers, or analysts | Mar 1, 2022 | Apr 1, 2022 |
Business value
It's not uncommon that multiple people or teams work on single transaction. Usually one prepares draft emails and others complete and send emails to customers or vendors you work with. Administrators now have more control over who gets to see which emails by setting email view policies.
Feature details
From the Users list, you can now specify user email policies by choosing the Related menu, and then choosing the Email View Policy action.
On the User Email Policies page, you can choose from the following options:
- View all emails
- View own emails
- View if access to all related records
- View if access to any related records
Note
If you leave the User ID field empty and then choose the Email View Policy action, the policy that you define applies to all users.