Bulk Send Permissions

In order to begin using the bulk send feature, the feature needs to be enabled through the Administration screen. Once bulk send is enabled, it is turned on for all users. A user permission is also available to grant the featue on a user by user basis rather than for the entire company to use.

  1. From the home screen, select the hamburger menu.

  2. Select Administration.

  3. Select Settings.

  4. Scroll down to the Application Features section.

  5. Locate the Bulk Send option and click Edit.

  6. Select the Yes radio button and then click Save to confirm the change.

Once the bulk send feature has been enabled, users can be assigned the permission to access and use bulk send.

  1. From the home screen, select the hamburger menu.

  2. Select Administration.

  3. Select Users.

  4. Locate the users who need to have bulk send enabled and click Edit.

  5. Locate the Bulk Send option and click the Allow radio button.

  6. Click Save to confirm the change.