Post-Installation Steps


After the installation is complete you will want to determine which users need access to Textey and what functions they need to perform.  Textey 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.

Permission Sets

Textey Standard User: Provides access to all custom objects and fields necessary for Textey.  This permission set also includes the Send Textey SMS and Send Textey Bulk SMS custom permissions which are explained below.

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

Custom Permissions

Send Textey 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 Textey Bulk SMS: This permission allows a user to access the Textey 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 Textey Bulk SMS lightning component.

Textey Administrator: This permission allows a user to access the Textey 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 Textey Standard User Permission Set to everyone who will use Textey.  Let's look at how to do that:

  • Go to Setup > Users > Permission Sets
  • Click the Textey Standard User Permission Set
  • Click the Manage Assignments button
  • Click the Add Assignments button
  • Select the Users who need access. 
  • Then click the Assign button.

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

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

  • Go to Setup > Users > Profile
  • Click the specific Profile you want to modify.
  • In the Apps section, click on Custom Permissions.
  • Click Edit. You should see the three Textey custom permissions.
  • Assign the permissions you want.
  • Click Save.

Add Custom Permissions to a Permission Set:

  • Go to Setup > Users > Permission Sets
  • Click the specific Permission Set you want to modify.  
  • In the Apps section, click on Custom Permissions.
  • Click Edit. You should see the three Textey custom permissions.
  • Assign the permissions you want. 
  • Click Save.

Manage Licenses for Textey Personal Plan

If you are subscribed to the Textey 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 Textey package license.  If you have the Textey Basic or Textey Business plan you can ignore the following steps.

  • Go to Setup > Apps > Installed Packages

  • Click the Manage Licenses link next to Textey

  • Click the Add Users button.

  • Select users from the available users list and Add the license. 

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