Post-Installation Steps
  • 13 Jul 2022
  • 3 Minutes to read
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Post-Installation Steps

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After the installation is complete you will want to determine which users need access to Blackthorn Messaging and what functions they need to perform. Messaging includes two primary Permission Sets that make it easy to add/remove the necessary permissions from a User. This gives you access control at the User level.

We'll cover the provided Permission Sets and Custom Permissions so that you're familiar with how they work.

Streaming API Access

You will need to ensure that your Users have access to the Streaming API and Streaming Channel object. Follow the steps in the Streaming API Access article.

Permission Sets

  • Messaging Standard User: Provides access to all custom objects and fields necessary for Messaging. This permission set also includes the Send Messaging SMS and Send Messaging Bulk SMS custom permissions.

  • Messaging Administration User: Provides access to the Messaging Administration page. This is an additive permission set, which means that it needs to be included in addition to the Messaging Standard User permission set for users who need access to send text messages and access to the Administration page.

Custom Permissions

  • Send Messaging SMS: This permission allows a user to access the Textey Messenger lightning component on page records. If the user does not have this permission they will not be able to send a text message using the Textey Messenger lightning component.

  • Send Messaging Bulk SMS: This permission allows a user to access the Messaging Bulk SMS lightning component which is accessed either from list views or a Campaign. If the user does not have this permission they will not be able to send a bulk text message using the Messaging Bulk SMS lightning component.

  • Messaging Administrator: This permission allows a user to access the Messaging Administration page. The Administration page provides access to phone number management, configuration settings, and it's also where you can purchase additional text messages.

Assign Permission Sets

Now that you understand the different permissions you can go ahead and assign them to your users. The most common scenario would be to simply assign a Permission Set to your users. For example, let's say you want to assign the Messaging Standard User Permission Set to everyone who will use Messaging. Let's look at how to do that:

  1. Go to Setup > Users > Permission Sets.
  2. Click the Messaging Standard User Permission Set.
  3. Click the Manage Assignments button.
  4. Click the Add Assignments button.
  5. Select the Users who need access.
  6. Click the Assign button.

Great! Now all of those users have the necessary permissions to use Messaging.

If any of these people will also need access to the Messaging Administration page you can follow the steps above, just select Messaging Administration User instead of Messaging Standard User.

Assign Custom Permissions

If you have a scenario where the Permission Sets won't work for you, or if you'd rather control access at the Profile level or create your own Permission Set then you can do the following:

Add Custom Permissions to a Profile

  1. Go to Setup > Users > Profile.
  2. Click the specific Profile you want to modify.
  3. In the Apps section, click on Custom Permissions.
  4. Click Edit. You should see the three Messaging custom permissions.
  5. Assign the permissions you want.
  6. Click Save.

Add Custom Permissions to a Permission Set

  1. Go to Setup > Users > Permission Sets.
  2. Click the specific Permission Set you want to modify.
  3. In the Apps section, click on Custom Permissions.
  4. Click Edit. You should see the three Messaging custom permissions.
  5. Assign the permissions you want.
  6. Click Save.

Manage Licenses for Blackthorn Messaging Personal Plan

If you are subscribed to the Messaging Personal Plan then you have a limited number of available licenses. This means you need to take an additional step to grant each user a Messaging package license. If you have the Messaging Basic or Messaging Business plan you can ignore the following steps.

  1. Go to Setup > Apps > Installed Packages.
  2. Click the Manage Licenses link next to Messaging.
  3. Click the Add Users button.
  4. Select users from the available users list and Add the license.