Setting Text Message Template Management Permissions
TE Recruit gives you the ability to create and save text messages that you send frequently, so you can easily reuse them as Text Message Templates whenever you want. Template visibility can be restricted to only the creator, or shared with all users on your account.
By default, all new users have the ability to create, edit, and delete Text Message Templates and share them with the firm.
Note: the ability to set Text Message Template management permissions is restricted to only those users that have permission to manage users.
To set Text Message Template permissions:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the My Agency section and then select Manage Users
- All users on the account will populate on the left side of the Manage Users page
- Click on the edit icon to the right of the person you wish to set Text Message Template permissions for
- Under the user’s Permissions on the left side of the User Profile, click to expand the Text Messaging section
- Set the desired permission for creating, editing, and/or deleting Text Message Templates
- My = this user can create/edit/delete only templates where they are the Owner
- All = this user can create/edit/delete all templates
- None = this user cannot create/edit/delete any templates
- Make sure to click the Save button at the bottom once your changes have been made