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User Guide | Manage and assign Mogli user permissions in Salesforce®

User Guide | Manage and assign Mogli user permissions in Salesforce®

Why are various levels of permissions important to your digital communications in Salesforce? Read about why Mogli SMS and WhatsApp access assignments matter here. >>

This article covers the technical how-to’s of managing and assigning Mogli user permissions in Salesforce. Here’s how your Mogli Admin can assign "Full Access" and "Read Only" permissions.

This article covers the technical how-to’s of managing and assigning Mogli user permissions in Salesforce. Here’s how your Mogli Admin can assign "Full Access" and "Read Only" permissions.

How to find and assign Mogli permissions

  1. From “Setup,” type “Permission” into the QuickFind bar.
  2. Select “Permission Sets”
  3. Select the appropriate Mogli SMS permission set you’d like to assign
  4. Click “Manage Assignments”
  5. Click “Add Assignments” to manually add users to the permission set
  6. Once you’ve selected the users, click “Assign”

How to assign Conversation View Read-Only Mode

Alright, admins, let’s get started! When a user who is not assigned one of Mogli permission sets views the conversation window, they might notice that some of the functionalities are greyed out. Not a problem! "Read-Only" access can be granted on the profile level. 

  1. In set up, navigate to the user’s profile settings. 
  2. Under the object setting section, select ‘Read’ next to SMS and click Save. 

You can grant varying levels of access for users. For more information, hover your cursor over the caution/ help icon at the top of the Mogli conversation window to see which permissions a user is missing.
                                           


How to give access to Mogli for Community Users:

1. Clone our Mogli SMS User:  Full Access permission set and modify the following permissions:
  • Remove all Assigned Apps
  • Remove View All on Async Tasks
  • Remove View All on Application Settings
  • Remove View All on Gateways
  • Remove View All on Registered Gateways

2. Rename the cloned permission set Mogli SMS Community User "Full Access" and add your Community users to the new permission set.

3. Change External Sharing Settings by doing one of the following

  • Change external settings in the sharing menu to Public Read Only for Application Settings, Gateways, and Registered Gateways; and Public Read/Write for Async Tasks
  • OR set up sharing rules on each of the above objects by granting Public Read or Read/Write to a role or group of specific Mogli users.

Learn about how Mogli supports Salesforce Communities in our V4 release notes. >>

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