You can update an email template's content, rename or re-categorize it, set it as the default, or delete it. This requires a role with permission to manage templates & workflows (typically Admins).
Before you start
Required role: a role with the Manage templates & workflows permission (typically Admins)
Where to find it: Settings → Templates → Email Templates
How to edit an email template
Open Email Templates and select the template from the list (use the search box to find it).
Edit the recipients, subject, or body in the composer.
To rename it, change its category, or set it as default, click the pencil next to the title.
Click Save. The list shows when it was last saved.
How to delete an email template
Select the template and click the delete (trash) icon.
Confirm the deletion.
💡 The seeded categories Event Invitation and Auto Confirmation are locked because automated messages rely on them — they can't be renamed or deleted.
Frequently asked questions
Why can't I rename or delete some categories?
Event Invitation and Auto Confirmation are wired to automated behavior, so they're locked. You can still create and manage your own categories.