Configuring Communication Planner Permissions

Understanding Communication Planner Permissions

You can assign Permissions for:

• Administrators can create and edit templates and manage and update Email and SMS Settings that impact the Communication Planner's behavior. They access these Settings using the gear icon in the Communication Planner.
• Standard (can’t create or edit templates)

Configuring Communication Planner Permissions

You can assign Permissions by assigning permission sets:

1. Navigate to Setup and search for Permission Sets.
2. Click the TX Communication Planner (Admin) permission set, then choose Manage Assignments.
3. Assign Users to the permission set.
4. Repeat for the TX Communication Planner (Standard) permission set.

Configuring SMS Inbox and messaging on the Contact page

For users who should have access to SMS Inbox and messaging on the Contact page, the user needs to be a member of an inbox and have READ access to the following objects: 

1. Navigate to Setup and search for Profiles.
2. Click the Profile of users who need access to the SMS Inbox on the Contact page.
3. Click Object Settings.
4. Select the SMS Inboxes object and click Edit.
5. Assign Read access to the SMS Inboxes object [TX_CommPlanner__SMS_Inbox__c ] and fields.
6. Repeat for SMS Inbox Memberships [TX_CommPlanner__SMS_Inbox_Membership__c]
7. Repeat for SMS Inbox Phone Numbers [TX_CommPlanner__SMS_Inbox_Phone_Number__c]
8. Select Visualforce Page Access and click Edit.
9. Select TX_CommPlanner.Contact_SMS_Inbox from the Available Visualforce Pages list and add it to the Enabled Visualforce Pages list.
10. Save your changes.

Note: if you wish to have users access SMS Inbox but not manage campaigns in Communication Planner - clone the Communication Planner (Standard) permission set and remove Read access to Campaigns [TX_CommPlanner__Campaign__c] then assign the permission set to the user(s).

Configuring permissions to Standard objects

Because standard objects can’t be included in the permission scanner definitions, you must update some field permissions manually.

Note: These are only available in the May '25 release and higher.

1. Navigate to Setup and search for Profiles.
2. Click the Profile or Permission Set for Communication Planner Admin users.
3. Click Object Settings
4. Select the Contact object and click Edit.
5. Assign Read and Edit access to the following fields:
   • TX_CommPlanner__Has_Alt_Email_Bounced__c
   • TX_CommPlanner__Has_Alt_Email_Bounced_Date__c
   • TX_CommPlanner__Has_Email_Bounced__c
   • TX_CommPlanner__Has_Email_Bounced_Date__c
6. Save your changes.
7. Repeat for any Integration Users profiles.