---
title: "Post-Installation Steps"
slug: "post-installation-steps"
updated: 2023-10-16T15:51:02Z
published: 2023-10-16T15:51:02Z
canonical: "docs.blackthorn.io/post-installation-steps"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blackthorn.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Post-Installation Steps

[Embedded content](https://www.loom.com/embed/fdafe70ef57943f8a1dbc16edc8831f5)

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](/v1/docs/streaming-api-access) article.

## Permission Sets

### Blackthorn Messaging Admin User

This permission set applies to users with a Salesforce license. Users have full access to the Administration page and edit access for all Blackthorn Messaging related objects, fields, and Visualforce pages.

          Please Read

          

Blackthorn Messaging Admin User is an additive permission set. That means that it must be added to the Messaging Standard User permission set for users who need to send text messages and access to the Administration page.

### Blackthorn Messaging Admin User - Platform

This permission set applies to users with any license. Users have full access to the Administration page and edit access to all Blackthorn Messaging related objects, fields, and Visualforce pages.

### Blackthorn Messaging Lightning User

This permission set applies to users with a Salesforce license. Users have the ability to switch to Lightning, when necessary, to utilize Blackthorn Messaging Lightning Component(s). This permission set isn't required if you have access to Lightning within the User's Profile or another permission set

### Blackthorn Messaging Lightning User - Platform

This permission set allows users to switch to Lightning, when necessary, to utilize Blackthorn Messaging Lightning Component(s). This permission set isn't required if users have access to Lightning within the User's Profile or another permission set

### Blackthorn Messaging Standard User

This permission set applies to users with a Salesforce license. Users have access to the Blackthorn Messaging related objects, fields, and Visualforce pages, as necessary, to utilize Blackthorn Messaging. Users do not have access to the Administration page.

### Blackthorn Messaging Standard User - Community

This permission set applies to community users with any license. Users have access to Blackthorn Messaging related objects and fields, as necessary, to utilize Blackthorn Messaging. This gives the community user the ability to use record messenger to send SMS via the Community record detail page.

### Blackthorn Messaging Standard User - Platform

This permission set applies to users with any license. Users have access to Blackthorn Messaging related objects, fields, and Visualforce pages as well as the Send Messaging SMS and Send Messaging Bulk SMS custom permissions. Users do not have 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.

### Custom Blackthorn Messaging Standard User - Community

This custom permission set provides limited access to Community users. See [Set Up Community User Permission Set](/v1/docs/post-installation-steps#set-up-the-community-user-permission-set) for instructions.

## 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.

## Set Up the Community User Permission Set

### Setup Steps for Assigning Permission Sets to a Community User

1. Click the **Gear icon** in the upper right-hand corner.
2. Click **Setup**.
3. Type “Permission Sets” in the Quick Find box.
4. Click **Permission Sets**.
5. Click **Clone** next to the permission set “Blackthorn Messaging Standard User – Community”.
6. Set the `Label` to “Custom Blackthorn Messaging Standard User – Community”.
7. Set the `API Name` to “Custom_Textey_Standard_User_Community”
8. Click **Save**.
9. Open the permission set that you just created.
10. In the Apps section, click **Assigned Apps**.
11. Click **Edit**.
12. Remove the following Enabled Apps.
  - simplesms.Textey (simplesms__SimpleSMS)
  - simplesms.Textey (simplesms__Textey_ltng)
13. Click **Save**.

You can now assign this permission set to Community users.

### Create Community Users

#### Create a New Account

1. Enter “Accounts” in the All Apps menu search.
2. Click **Accounts**.
3. Click **New**.
4. Enter an `Account Name`.  (We suggest using “Community Account”, but the `Account Name` can be anything.)
5. Click **Save**.

#### Create a New Contact

1. Enter “Contacts” in the All Apps menu search.
2. Click **Contacts**.
3. Click **New**.
4. Enter a `First Name` and `Last Name`.
5. Set `Account Name` to the Account created in [Create a New Account](/v1/docs/post-installation-steps#create-a-new-account).
6. Enter a phone number in the `Phone` field.
7. Click **Save**.

#### Create a New User

1. In the Contact you just created, click the **Enable Customer User** button. (The button is only available if your org has Community access enabled.)
2. Enter an `Email`.
3. Enter a `User Name`
4. Set `License` = “Customer Community Login”.
5. Click **Save**.

#### Assign a Permission Set

1. Click the **Gear icon** in the upper right-hand corner.
2. Click **Setup**.
3. Type “Permission Sets” in the Quick Find box.
4. Click **Permission Sets**.
5. Click the permission set you created in Setup Steps for Assigning
6. Permission Sets to a Community User.
7. Click **Manage Assignments**.
8. Click **Add Assignment** to assign users to the permission set.
9. Add the user you created in [Create a User](/v1/docs/post-installation-steps#create-a-new-user) and click **Assign**.

### Share a From Phone Number with Community Users

#### Add an Account Lookup to the Phone Number Object

1. Click the **Gear icon** in the upper right-hand corner.
2. Click **Setup**.
3. Click the Object Manager tab.
4. In the Quick Find box, enter “Phone Number”.
5. Click **Phone Number**.
6. Click the Fields & Relationships tab.
7. Click **New**.
8. Select `Lookup Relationship`.
9. Click **Next**.
10. Set `Related To` = “Account”.
11. Click **Next**.
12. Enter a `Field Label` and `Field Name`.
13. Click **Next**.
14. Click **Next**.
15. Click **Next**.
16. Click **Save**.

#### Populate the Account in a Phone Number Record

1. Go to the Messaging app.
2. Open the Phone Number Tab that you want to share with a Community user.
3. In the `Account` field, add the Account you created in [Create a New Account](/v1/docs/post-installation-steps#create-a-new-account).
4. Click **Save**.  

*NOTE: If you want to make Phone Numbers available to other communities, clone the Phone Number record and add different Accounts to the Phone Number record.*

#### Your Phone Number sharing journey begins here

1. Go to Setup.
2. In the Quick Find box, search for “Digital Experiences”.
3. Open the Digital Experiences folder and click **Settings**.
4. Scroll down to the Sharing Sets section.
5. Click **New**.
6. Set `Label` = “BT Messaging Phone Number Sharing”.
7. Click into the `Sharing Set Name` field.
8. In the Select Profiles section, select the profile of the Community users that you want to use the `From Number`.  

*Example: Customer Community Login User and Customer Community Plus Login User*
9. In the Select Objects section, add the Phone Number object to the Selected Objects column.  

*Note: The Phone Number object should be Public Read Only for Default External Access in OWD.*
10. In the Configure Access section, click **Set-up**.
  1. Set the `Account` for the user.
  2. Set `Target Phone Number` = “Account__c”.
  3. Set `Access Level` = “Read Only”.
  4. Click **Update**.
11. Click **Save**.