Skip to main content
hamburger menu Created with Sketch.
We are currently experiencing an issue with creating new support tickets from the Help Center portal. Some users are unable to select the appropriate form when submitting their tickets. We are working to resolve the issue.

Search the Knowledge Base

Error Occurs When Saving Email Template in Vault BEE Email Editor

  • Updated

Overview:

When the user clicks the Save button in the BEE email editor, the email template cannot be saved with the error: Saving template failed.

Email_Editor_Error.png

Root Cause:

The following permissions should be granted to the user role for using the BEE email editor in the current state of the Approved Email lifecycle:

  • Edit Fields
  • Edit Document
  • Version

Solution:

Please follow below steps to add the required permissions for the user.

  1. Go to Admin --> Configuration --> Document Lifecycles --> Approved Email --> States.
  2. Click the current state of the email template (In this example: Draft) and click the Security Settings tab.
  3. Click the Edit button and select the Edit Fields, Edit Document and Version permissions.
  4.  Save the changes.

    Approved_Email_State_Security_Settings.PNG

If the above access is granted to the user and the issue persists, please contact Product Support to ensure the Approved Email feature is enabled for your Vault.

Related Documentation:

Vault Help Documentation: Related Permissions

 

Powered by Zendesk