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.

For more information about assigning permission sets, see (Admin Guide Topic link).

You can assign custom permission to profiles of your Salesforce Org to control access of features of SMS-Magic Objects. For more information about assigning custom permissions, see (Admin Guide Topic link).

Below are key use business use cases, that would help you to get started on User Permissions.

In the Converse Desk Layouts tab, you can configure the following:

• Conversation Filters and Global Filters for specific users and profiles
• The color theme for the Converse Desk
• Conversation Topic Layout

 For more information about configuring Converse Desk Layouts, see (Admin Guide Topic link).

In the Message Settings tab, you can configure the following:

• The color theme for displaying automated messages
• The information that appears below every Incoming and Outgoing message bubble
• The information that appears below the information lookup fields

 For more information about configuring message settings, see (Admin Guide Topic link).

Yes, Sender IDs can be assigned to a user or a profile in the SMS-Magic Converse version. Refer to the Sender Id and assignment section in the SMS-Magic Converse Salesforce Admin Guide.

In the General Settings tab, you can disable or enable user privileges for the following features:

• Send Canned Responses
• Define Character Limit for Messages
• Internal Note
• Configure CRM Actions
• Configure Related Conversation

For more information about configuring message settings, see (Admin Guide Topic link).

Yes, last sender incoming alerts can be activated in SMS-Magic Converse. For more details, refer to the Manage Notifications section in the SMS-Magic Converse Guide for Salesforce Admin.

The applicable laws like TCPA and GDPR make it mandatory to obtain consent and keep records in a readily available  audit database which can be used as evidence in case of a dispute. This database of Consent records need to be maintained for 4 years (as per GDPR) from the date of its creation. 

With SMS Magic you can choose how you obtain and maintain/record your Consent. You can choose to get a blanket consent for sending any legally possible Content or get a specific Consent. For e.g. – You can get blanket consent for sending any type of messages, service, transactional or promotional. Or you can get specific consent for sending transactional messages only.

This specific consent is recorded via Sender Id and Content Type. You can choose any of the below methods:-

1. Mobile Number Only – You Opt-in to have a blanket yes or No Consent for any recipient
2. Mobile Number and Sender Id – You record consent for specific sender Id’s. You always have the option to choose “All”, while creating your Consent records.
3. Mobile, Sender and Content Type – You choose to do specific Consent based on Content Type.

Recommendation – We recommend using Content Type to be specific. If you are obtaining a blanket content then choose “All”

Choosing Sender Id specific Consent records can be tricky, since you can only send Messages through that specific sender ID. We recommend using “All” here.

The compliance feature helps you create a consent database based on all these parameters. You can also enable users to create a consent record manually. However, users need to be provided with relevant permissions to create and update the consent database.  For more information about configuring the audit database, see (Admin Guide Topic link).

Follow the given procedure to specify or change the mobile number fields:

1. Under Converse Settings, click Message object configuration.
2. Select the Object.
3. Select the Name field.
4. Add or Edit the Mobile Phone.

Many times Businesses obtain Consents to send messages via Webforms, emails or offline methods like Contracts etc. Many industry bodies and associations like the TCPA, recommend confirming the Opt-In via handset by sending an explicit SMS asking to confirm or at least notify the recipient that they are subscribed to the Text message service from your business.

The consent status of the recipients is set to pending until they use this keyword to confirm the request. On receiving the keyword from the prospect, you send a response confirming the consent. This completes the compliance process.  For more information about configuring double opt-in, see (Admin Guide Topic link).