Granting access to Smart communications

Borealis users can have access to prepare and/or send Smart communications on their behalves or on behalf of someone else if they have the appropriate rights. Granting access to the Smart communications module does not give access to a user to prepare or send smart communications; it gives access to the functionality only.

Grant users the right to edit and send Smart communications

The rights to send Smart communications are defined in the Users' register.

* Granting access can be performed by superusers/users administrators only 

  1. Go in the users' register 
  2. Select the user to which you wish to give access to the Smart communications tool
  3. In the access section of the user profile, add the user profile SE – Smart Communications - Data entry and, if needed, SE - Smart Communications - Sender.

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Grant users the right to send as a substitute

A user can be selected to send Smart Emails on behalf of another user (e.g you might want a secretary to be able to send emails on behalf of a manager). To do so, both users will need to have the rights to prepare and send Smart Communications and the substitute name will need to be added in the user profile from whom Smart Emails will be sent from.

* Granting access can be performed by superusers/users administrators only

  1. Go in the users' register 
  2. Select the user from whom smart communications will be sent.
  3. In its profile, add the allowed substitute name in the Smart Communications section and save.2018-10-25_12h10_38.jpg
  4. Go back in the users' register and select the substitute(s). Verify if the substitutes have access to edit and send smart communications. If no, add them the rights as explained in the first section of this article.

 

 

 

 

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