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-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 |