Whiteboards How-To
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    Whiteboards How-To

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    Article summary

    This section shows you how to carry out various procedures in Whiteboards.

    Prerequisites

    1. Whiteboards are an extra feature that must be enabled for your system.

    2. You need the following permissions to use whiteboards:

      Permission Number

      Permission Name

      Purpose

      1600

      Whiteboard: View All

      Allows you to view whiteboards in your system.

      1602

      Whiteboard: View and Edit All Whiteboards

      Allows you to edit all whiteboards in your system.

      356

      Automations: Activate Automations

      Allows you to activate and deactivate whiteboards in your system.

    3. Prepare anything you need to set up your whiteboard, for example, segments or prepared messages. These resources must be created in their own areas of the system and cannot be created on the whiteboard.


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