86. How to restrict SenderID/Template for a particular user profile

To enable Template/SenderID restriction for a particular user, we can create a group of users and restrict the access of the these objects to those particular groups only. Below are the steps:

  1. First, create two records in these objects(based on the country)
  2. Create a group of users based on the privileges that you want to provide. Go to setup-> Administration Setup -> Manage Users -> Public Groups-> Click on “New” Button.
  3. In search drop-down list select “User” (if you would like to do it on the basis of users)/“Role and Internal Subordinates”.
  4. Click save.
  5. Now go to Setup-> Administration Setup-> “Security Control” -> “Sharing Settings”-> ” SMS Template Sharing Rules”/”SMS SenderID Sharng rules” -> Click on “New” button.
  6. Give this rule a unique and self-explanatory name.
  7. For “Select your rule type” Select “Based on Criteria”.
  8. In “Select which record to be shared” select “SMS template name” “starting with” “template name(starting with the country name)”
  9. In “Select the user to share with” Select “Public groups” and the group which you have created in “step 4”.
  10. Sharing Setting-> Default Sharing setting-> click on Edit.
  11. Change the default access for “SMS Template”/”SMS SenderID” object to “Private”. This would change the accessibility settings for all the templates/senderIDs.