# Templates Permissions: How to Assign and Use

Template permissions allow team members to **view or manage SMS and WhatsApp message templates** within Mercuri CX. These templates are used for automated or manual communication with customers, ensuring consistent and approved messaging.

### Steps to Assign Template Permission:

1. **Navigate to Settings** from the left sidebar.
2. Click on **Teams**.
3. Select **Add User** or choose an existing user to configure permissions.
4. Click on **Configure Permissions**.
5. In the permissions window, go to the **Common Permissions** tab.
6. Locate the **Template** section.
7. Under **Templates**, select the appropriate access type.

#### Types of Template Permissions

<figure><img src="/files/C8OWEhOMnPyQcKstv82y" alt="" width="563"><figcaption></figcaption></figure>

**1. View Templates**

This permission allows users to:

* Access and view all pre-approved message templates for **SMS** and **WhatsApp** channels.
* Check the content and approval status of templates before using them in campaigns or conversations.

**Use Case:**\
If a marketing associate needs to select from approved templates while creating campaigns but doesn’t need to modify them, assign the **View Templates** permission.

**2. Manage Templates**

This permission allows users to:

* Create, edit, or delete message templates for **SMS** and **WhatsApp** channels.
* Submit new templates for approval (WhatsApp) and update existing ones as needed.

**Use Case:**\
If a communication or marketing team member is responsible for maintaining or updating the content of templates, assign the **Manage Templates** permission.

{% hint style="info" %}

#### **Note**

* **Separate permissions** are available for **SMS** and **WhatsApp** templates. Grant access based on which communication channel the user manages.
* Under **WhatsApp**, there may be **multiple connected numbers**. Each number will have **its own set of permissions** for viewing and managing templates, allowing granular control over access across different WhatsApp business accounts.
  {% endhint %}


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