BIGS: MatchForce Email Templates

Created by Keeley Trygstad, Modified on Mon, 18 Sep, 2023 at 11:19 AM by Keeley Trygstad

There are a select number of staff at Bigs that can grant access for users to utilize templates housed in the Puget Sound Email Templates folder. These are managers and leads for programs. This article shows them how to grant permission (we can also do so if needed). 


  1. Log into https://bbbsa.okta.com
  2. Select MatchForce and verify
  3. Go to: https://bbbsa.lightning.force.com/lightning/o/EmailTemplate/home?queryScope=userFolders
  4. You will see a folder named Puget Sound Email Templates
  5. From the dropdown on the far right, select Share
  6. Begin typing the staff name and select the staff, set the access level (NOTE: most people will be view only. Managers and Leads will be Manage)
  7. Click Share
  8. You are done. The user may need to log out and back in to see the changes.

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