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Assign a Permission Set

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

Assign these permission set to users to provide access to SMS-Magic Objects.

Available Permission Sets:

SMS Converse Conversation User: Provides permissions for objects and fields to users required to send messages using SMS-Magic converse.

SMS Converse Template Author: Provides permissions for objects and fields to users required to edit and create SMS-Templates using SMS-Magic Converse.

SMS Converse Permission Set: Superset of the above-mentioned Permission Sets. Provides permissions for all the objects and fields to use SMS-Magic Converse, Recommended for Admin Users.

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



Assign Custom Permissions

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You can assign custom permission to profiles of your Salesforce Org to control access of features of SMS-Magic Objects. For more information about custom permissions and how to create, edit, and remove permission sets, see Custom Permissions.

The following are key use business use cases that would help you to get started on user permissions.

Use-cases Salesforce Permissions (MOC)  Permission Sets (Users) Custom Permission (Profiles) 
Conversation User: Ben is a sales agent and wants to interact with an Opportunity through SMS on SMS Magic Converse App with pre-defined templates  Read Access to Opportunity — Object-defined through MOC  SMS Converse Conversation User AllowToUseSMSInsight, AllowToSendMMS, AllowToChangeConversationOwner, AllowToTakeActionOnConversation, 
Campaign User:Seema is a marketing associate and she wants to run recurring campaigns  Read Access to Campaign Object-defined through MOC SMS Converse Conversation User AllowToSendBulkMessage, AllowToSendCampaignMessage, AllowToSendListViewMessage, AllowToSendMMS, AllowToScheduleMessage, AllowToScheduleRecurringMessage, 
Automation User: Shelly wants to run promotional offer notifications on SMS for its customers Read Access to Contacts Object-defined through MOC SMS Converse Conversation User AllowToUseSMSInsight, AllowToSendMMS 
Admin User: Rony is salesforce consultant to the Org and he handles all configuration and needed to setup custom templates for sales, marketing, etc.  SMS Converse Template Author AllowToEditSMSSettings
Conversation User: Morgan is the boss of Jen and he interacts with healthy prospects with opportunity value > $10k Read Access to Opportunity defined through MOC SMS Converse Conversation User AllowToUseSMSInsight, AllowToSendMMS, AllowToChangeConversationOwner, AllowToTakeActionOnConversation, AllowToChangeTemplateSelection, AllowToChangeOptout 
Admin User: Rony is tasked to assign 4 sender ID to Sales team, 4 to service team, 2 to marketing team and restrict its usage to these teams SMS Converse Permission Set AllowToEditSMSSettings