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Set Messaging Component User Access

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Set Messaging Component User Access

Associate messaging components with user permission sets to give Service reps, bots, and agents a custom list of components that they truly need. This added layer of governance over component access reduces handle time, helps organize multi-language support teams, allows for use case-specific component access, and supports privacy.

Required Editions

View supported editions.
Checkmark This article applies to: Enhanced In-App Chat, Enhanced Web Chat v1, Enhanced Web Chat v2, Enhanced WhatsApp, Enhanced Facebook Messenger, Enhanced SMS, Enhanced Apple Messages for Business, Enhanced LINE, and Bring Your Own Channel
X icon This article doesn’t apply to: Standard SMS channels

Make a Messaging Component Eligible for Restriction

  1. From Setup, enter Messaging Components in the Quick Find box, and then select Messaging Components.
  2. Select the name of a messaging component to open it in the builder.
  3. On the Details page for the messaging component, select Controlled by Permission Set.
  4. Save and activate the component.

Associate a Permission Set with Messaging Components

  1. From Setup, enter Permission Sets in the Quick Find box, and then select Permission Sets.
  2. Select a permission set name.
  3. Under Apps, select Messaging Component Access.
  4. Click Edit.
  5. Under Available Messaging Components, select a component to associate with this permission set.
  6. Click the arrow pointing to the right, and ensure that the component has moved to the Enabled Messaging Components box.
  7. Repeat steps 5 and 6 for additional components.
  8. Save your changes.

Your next step depends on whether the entity getting access to this permission set is a user, bot, or agent.

 
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