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Mail Save As Template Security

mail_save_as_template_security folder_open OCA/social open_in_new
Productivity/Discuss License: AGPL-3

This module allows you to restrict the "Save as new template" button to a specific group of users in the email sender wizard form.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Restricts the "Save as new template" button in the email composition wizard to users belonging to a dedicated security group, so only authorised staff can create new email templates from the send-email screen.

This module adds a new user group called "Save Email As New Template". Its purpose is to control who is allowed to turn a composed email into a reusable template directly from the email sending wizard.

In Odoo, when you write an email from a record (for example a quotation or an invoice) you use the mail composition wizard, which normally offers a button to save the current email as a new template. After installing this module, that button is only visible to users who belong to the new group. Everyone else can still send emails, but they will not see the option to save the message as a template.

  • A new group "Save Email As New Template" is created in the security settings.
  • The administrator and the superuser are added to this group by default, so they keep the ability to save templates.
  • The button on the email composition wizard is restricted to that group.

The module touches the mail.compose.message wizard and its form view, and adds a group record in the access rights system. No other business rules, computations or automated actions are added.

Depends on

mail

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 15.0

Configuration

Source · Odoo 15.0

To configure this module, you need to:

  • Go to Settings / Users & Companies / Groups
  • Go to the "Save Email As New Template" group form
  • Only the users with this group will have access to the "Save as new template" button

Usage

Source · Odoo 15.0

To use this module, you need to:

  • Go to any chatter and click on "Send message", and open the full view with the "full composer" button

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.