Messages permissions

In this article, we’ll describe the process for granting permissions within the Messages module.

Define Composer rights

Before you set Messages permissions, create a separate admin user group in the Admin Users module for admin users who will only be using the Messages module. When you define admin user group rights for this group, make sure that anyone being granted Messages permissions has the Composer box checked. 

Set permissions for the following levels within the Messages module: Global Level, Folder Level, List Level, and Template Level.

Global LevelFolder Level List Level Template Level

Set Global Level permissions

To set Global Level permissions for Messages, go to the gear icon in the top-right corner of the Dashboard.

permissions gear in messages.png

This will open up the Messages Permissions window. 

messages permissions window.png

For each group, choose the level of access to each area from the dropdown menus.

Messages & Lists:
  • Not Allowed means the Messages and Lists tabs will not be visible in the interface.
  • View access allows these tabs to be seen, but permissions have to be assigned to specific folders, lists and templates for these users, as detailed below.
  • Admin provides full access to all messages, lists and templates.
Important Announcement Messages:
This setting controls whether users can send Important Announcement messages to constituents.
  • Not Allowed means the option will not be available on the Message Details screen.
  • Admin level provides the highest level of access to the Important Announcement messages area.
  • View & Send opens up a new window and gives this group permission to send to only specific channels.
  • View & Send by Location works together with the Locations module. This is the same as the View & Send permission, except that it restricts the admins to only the Location groups this admin user group is allowed to send to. This requires some additional setup, which is outlined in our Knowledge Base article, "Set location restricted Important Announcements in Messages."
  • View level allows the group to see Important Announcement messages, but not send them.
Templates:
  • Not Allowed level means that the Templates tab will not be visible in the interface. Permissions for individual templates will have to be granted for these users to create and edit messages.
  • Admin level provides all rights and privileges to the Templates area.
Dynamic Content:
  • Not Allowed level means the Dynamic Content tab will not be visible in the interface. Users will still be able to select a Dynamic Content block in the message and template editor and select an existing configuration.
  • Admin level provides all rights and privileges to the Dynamic Content area.
Contacts:
  • Not Allowed setting means that the Contacts tab will not be visible in the interface.
  • Admin level provides all rights and privileges to the Contacts area.
Workflow Messages:
  • Not Allowed setting means that the Workflow Messages tab will not be visible in the interface.
  • Admin level provides all rights and privileges to the Contacts area.
Preview Merge Tags:
  • Not Allowed setting means users will not be able to see the Preview As option at the top of the preview window to test any merge tags used in the message.
  • Admin level provides all rights and privileges to the Preview Merge Tags area.
Permissions & Settings:
  • Not Allowed means the Permissions gear icon will not be visible.
  • Admin level provides all rights and privileges to the Permissions & Settings areas of the module.
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