Rename the cloned permission set Mogli SMS Community User: Full Access, and add your Community users to the new permission set.ģ.Cannot use Custom Permissions from a managed package to set visibility criteria for a Lightning Component in Lightning App BuilderĢ. Remove View All on Application SettingsĢ.
Clone our Mogli SMS User: Full Access permission set and modify the following permissions:.Providing access to Mogli for Community Users: On records where the ‘Mogli Opt Out’ checkbox is checked, users can still scroll through conversation history within the Conversation View component.A handy tooltip at the top of the Conversation View tells users which permissions they need for full Mogli access.Users with only Read access on the SMS object can scroll through messages in the Conversation View component but won’t be able to send.Admins can assign granular Mogli permissions to users without assigning them the Mogli SMS User: Full Access permission set.This must remain unmodified for Mogli functionality. Mogli SMS Guest User - The permission set assigned to the SMS Site Profile during initial Mogli configuration.Mogli SMS User: System Admin - Provides access to all basic functionality, plus the under-the-hood tabs, such as Setup MogliSMS, Application Settings, and Async Tasks.Mogli SMS User: Full Access - The most common way to grant your users access to Mogli, providing basic access to all functionality.Assign the new Lightning page layout to Apps, Record Types, and Profiles, or assign it as the Org Default for the object.Click the Activation button to publish your changes.Choose Permissions > Custom Permission > Mogli_SMS.Mogli_Conversation_View_Access.Click the Advanced tab and click Select.With the Mogli Conversation View component highlighted, click Add Filter under the Set Component Visibility section on the right.Drag the Mogli Conversation View component into a location on the page where you’d like it displayed.On the left side of the Lightning App Builder, search for and select Mogli Conversation View.To add Conversation View to any Lightning page, navigate to your desired record page by selecting the gear icon and clicking Edit Page.Keep your Conversation View front and center and learn how to assign distinct Mogli permission sets to manage your team members access to SMS and WhatsApp conversations so that you'll always know who said what and when.Ĭonversation View Visibility in Lightning This knowledge base article will act as a guide on managing Mogli user access and visibility in Salesforce.
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