This article will talk about EvoluteMessage Permission Set, when to use and why we need it.

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We have 3 permission sets, and each one is for different type of user, and in this article we will go over them.

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EvoluteMessage Builder User

What is this permission for?

This permission is for users who will be building messages into EvoluteMessage Dashboard.

When do I need this?

You need this only if your user need access to EvoluteMessage Message Dashboard to build messages, but that is added automatically when you assign an user in the EvoluteMessage User Dashboard.

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EvoluteMessage Internal User

What is this permission for?

This permission is for the end-user to have access to EvoluteMessage Objects and Records, which would allow the user to see the Messages that the User builder has created into the EvoluteMessage Message Dashboard.

When do I need this?

If you have an Advanced Message and you want your end-users to see the message you add in your page, then you will need to add this permission set to your end-user.

More about this permission:

This permission gave the Modify All and View All to EvoluteMessage Objects that are required for the Advanced Message to work properly. The Modify and View all allow your end-users to see records created by another user and modify records created by another user, such as when User A build a message, and User B(end-user) needs to read that record to see the message configuration).

 

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EvoluteMessage Guest User

What is this permission for?

This permission is for the Guest User because Guest user cannot have View All and Modify All because that would allow anyone to see all the records available for the specific object. This permission would give the Read, Create and Update access to EvoluteMessage Objects and Fields. Although that does not allow the Guest users see records created by the User Builder, so you will need to give the access to the records using the Sharing Settings.

Remember to be very specific on sharing settings because the Guest user once have the access, the guest user can access any records, even though the App does not expose that there is a way around using Guest User to access those hidden records once the user get access to the records through the sharing settings.

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What are the EvoluteMessage Objects required for the end-user to see the message?

EvoluteMessage__MessageContent__c

- This objects is always required for the user to see the message.
EvoluteMessage__MessageEvent__c

- This object would be required only if you are using Events which is the Filter called Current Page.
EvoluteMessage__DataSource__c

- This object would be required if you have a Data Source associate with the message, which could be through Prefill or Filter.

 

If you have questions or if you see something that is not clear, please send an email to support@evolutemessage.com

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