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 permissions to Standard objects

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

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.