Admin Guide – SMS-Magic Salesforce Documentation https://www.sms-magic.com/docs/salesforce Thu, 01 Jun 2023 09:04:57 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 Free Trial Signup https://www.sms-magic.com/docs/salesforce/knowledge-base/sign-up-for-salesforce-free-trial/ Thu, 01 Jun 2023 09:02:26 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=8031 Permission Management https://www.sms-magic.com/docs/salesforce/knowledge-base/permission-management/ Thu, 01 Jun 2023 02:33:00 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=5551 In the Permission Management section, you can see what permissions are set for the user’s organization. The permissions are set so that there is access control for users of the Salesforce Org interacting with SMS-Magic Converse.

The Permission Sets are preset by SMS-Magic while the Custom Permissions are customized permissions based on the requirements of the user’s organization.

Permission are of the following categories:

  • Permission Sets – For users to access various features and functions of SMS-Magic Converse the Admin defines a set of configurations. These permission sets can be found in the user’s profiles.
    Users can have only one profile but can have multiple permission sets depending on the Salesforce edition. As Admin, you can assign permission sets to various types of users, regardless of their profiles.You can assign the following permission sets to users:

NOTE: Except for the first 3 permission sets mentioned in the table below, all others are available for Version 1.72 onwards

PermissionDescription
SMS Converse Conversation UserEnables the user to send messages, using SMS-Magic Converse.
SMS Converse Template AuthorEnables the user to edit and create an SMS template, using SMS-Magic Converse.
SMS Converse Permission SetEnables the administrators to access all objects and fields in SMS-Magic Converse.
The permission is a superset of the other permission set.
SMS Magic Converse Community UserThis permission set is meant for community users who would use manual messaging from Salesforce communities.
SMS Magic Converse Integration UserThis permission set is meant for integration users who would trigger automated messages and do not need access to SMS-Magic UI.
SMS Magic Converse Guest UserEnables guest users who’ll trigger automated messages
SMS Magic Converse View Only UserThis permission set is meant for standard users who just want to view messages and analytics using SMS-Magic Converse UI.
Fields Created at RuntimeEnables users to access fields created at runtime. Grants access to additional phone fields,lookup fields, and visual force pages and assign it to users when the SMS-Magic Additional Permissions set is assigned.
SMS Magic Converse Reporting Only UserEnables users to set permission to all type of users including non standard users
SMS Magic Additional PermissionsThis is the only permission set that can be edited by the Admin user after the application is installed.
SMS Magic Converse Custom PermissionsThis permission set provides access to the commonly used custom permissions. Admins are advised to refer the permission set and the “Custom Permissions” tab to decide if this permission set should be granted as is to all users who use SMS-Magic or a clone with appropriate changes needs to be used.

To manage permission set assignments to users, follow the instructions at Manage Permission Set Assignments.

  • Custom Permissions
    You can define custom permissions for specific types of processes and apps that cannot be accessed with permissions and profiles defined in Permission Sets.
    For example, for a time-off manager app, a permission set is defined to enable all users to be able to submit time-off requests. However, only a smaller set of users will be able to approve time-off requests with the help of custom permissions defined for them.
PermissionDescription
AllowToChangeConversationOwnerEnables the user to assign the conversation. (The Assign conversation feature on the converse desk will be available only if this feature is enabled)
AllowToUseSMSInsightEnables the User to send messages from Converse Desk.
AllowToChangeMessageGranularityDeprecated after version 1.48 
AllowToSendBulkMessageEnables the user to send bulk message
AllowToSendCampaignMessageEnables the user to send messages from Campaigns
AllowToSendListViewMessageEnables the user to send messages from List View Configuration.
AllowToSendMMSEnables the user to send MMS
AllowToScheduleMessageEnables the user to schedule a message.
AllowToScheduleRecurringMessageEnables the user to create a Recurring Schedule for a message
AllowToChangeOptoutEnables the user to change the default behavior of opt-out settings when sending a message.
AllowToChangeTemplateSelectionEnables the user to edit the contents of an SMS template used when sending a message
AllowToEditSMSSettings
Enables the user to view converse settings
AllowToSendSingleMessageDeprecated after version 1.48
AllowToTakeActionOnConversationEnables the user to view the CRM actions on converse desk
AllowToUseSf1Deprecated after version 1.48
AllowToViewSMSSettingsDeprecated after version 1.48

For more information about custom permissions and how to create, edit, and remove permission sets, see Custom Permissions.

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