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.