SMS/Texting Permissions

Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

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Section 1: Introduction

M7 has updated its texting capabilities! There is now a new field in permissions to enable this for users independently.

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Section 2: Step-by-Step Guide

To update texting permissions for a staff member, follow these steps:

Step 1: Navigate to the “Roster” and click into the “Scheduler” permissions page.

Step 2: Notice the ✨ new ✨ “Send Unit SMS/Text” permissions in the list of unit permissions. 

Step 3: Toggle “ON”/”OFF” to enable/disable a user from sending unit texts from the “Schedule Grid”, “Roster“ and “House View”.

Step 4: Click Save

Note: For any user with existing “Edit” access to “Schedule Grid”, “Roster” or “House View”, this permission has automatically been defaulted to “ON

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Section 3: Additional Resources

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.