Recurring Campaigns now include user-specific settings, enabling default permissions to streamline access management and improve workflow efficiency. There are default permissions that should be applied to all employees. The permissions are Recurring Campaigns: View Campaign Details and Recurring Campaigns: View Recipients. These permissions allow staff to go into Edit > Automation Suite > Recurring Campaigns and view the Recipient Lists and Campaign Details. No Edits can be made within Recurring Campaigns if the staff only have those two permissions, it will be read only.
To apply the default permissions click Edit > Setup > Employees. Choose the Employee and type Recurring into the search bar and pick those two permissions and click save. (Screenshot below.)
The third permission should only be applied to staff who are admin and authorized to make changes to Recurring Campaigns and is called Recurring Campaigns: Edit Campaigns. This permission must be applied in order to make any edits to all Text or Email Templates, Recipient Lists, and to Create and Send Recurring Campaigns. To apply this permission, click in Edit > Setup > Employees and choose the appropriate permission. Unless this permission is applied, a staff member will not be able to make any edits in any components of Recurring Campaigns, or text or email templates for Appointment Campaigns or Patient Communications Options for Scheduled Contract Payments.
If you have staff members who cannot access Recurring Campaigns when navigating to Edit > Automation Suite > Recurring Campaigns, please make sure that they have the appropriate permissions applied in Edit > Setup > Employees.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.