Assign Custom Permissions

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-casesSalesforce 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 UserAllowToUseSMSInsight, AllowToSendMMS, AllowToChangeConversationOwner, AllowToTakeActionOnConversation, 
Campaign User:Seema is a marketing associate and she wants to run recurring campaigns Read Access to Campaign Object-defined through MOCSMS Converse Conversation User
AllowToSendBulkMessage, AllowToSendCampaignMessage, AllowToSendListViewMessage, AllowToSendMMS, AllowToScheduleMessage, AllowToScheduleRecurringMessage, 
Automation User: Shelly wants to run promotional offer notifications on SMS for its customersRead Access to Contacts Object-defined through MOCSMS Converse Conversation UserAllowToUseSMSInsight, 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 AuthorAllowToEditSMSSettings
Conversation User: Morgan is the boss of Jen and he interacts with healthy prospects with opportunity value > $10kRead Access to Opportunity defined through MOCSMS Converse Conversation UserAllowToUseSMSInsight, 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 SetAllowToEditSMSSettings

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ATTENTION!!!! - Urgent Action Required

There have been new changes by the TCP that require companies sending application-to-person (A2P) SMS or Text messages within the United States to register their Brand and 10-digit long code (10DLC) numbers they are using.

The goal is to build trust within the system while delivering high customer engagement. SMS Text Messages will start failing if you don't comply with these regulations.

SMS Magic team wants to help you complete this process so you can continue serving your customers.

Please click on the below link to complete the form, and our team will start the registration process.