Assignment attaches a template to the team members who use it. It is a record of who owns which message: the assigned people are shown against the template, here and in the mobile app.
When you'd use it #
Separating sales from support
Support teammates get the appointment and status templates. The sales team gets the promotional ones.
Knowing who to ask
A payment or authentication template shows who is responsible for it, so changes go to the right person.
Onboarding
A new teammate starts with a few templates and gains more as they settle in.
Assigning #
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Open the template's Assign screen
From the templates list, choose Assign on the template you want to restrict. -
Tick the team members it belongs to
The screen lists your team members with their role. Tick everyone the template should be assigned to. -
Save
Takes effect immediately.