Admin Ability to Edit All Macros (Including Personal and Private Macros) | Community
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Admin Ability to Edit All Macros (Including Personal and Private Macros)

Related products:Core Inbox
  • June 25, 2025
  • 1 reply
  • 20 views

As an admin, I need the ability to view and edit all macros in our CRM instance—including personal and private macros created by individual users. Currently, while I can export and view macros created by others, I’m unable to modify them unless they are shared or public. This limitation can create workflow inconsistencies, especially when macros are outdated, misused, or duplicative.

Allowing admins to edit all macros would:

  • Improve consistency across support responses

  • Reduce redundancy and conflicting messaging

  • Enable better governance over communication standards

Ideally, this would include:

  • Full editing rights for admins over all macros, regardless of visibility

  • A way to filter/export macros by creator and visibility

  • Audit logging or change tracking when admins edit user-created macros

1 reply

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  • Connector
  • October 31, 2025

Agreed, we are running into an issue where our initial workflow had users create their own signature and visibility was set for themselves only, as it was not feasible to have 50+ signatures visible in the macro list. our workflow has changed now, and we have asked users to delete or stop using their macros, but users are not. as an admin, i can’t visually see the list of all macros we have available, so i am only able to see which users have not listened by continuously checking their conversations and tickets.