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Altering a Role ID to authorize the submission of Tyler Notify campaigns.

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Within Munis System Roles, the support user's role ID must have the appropriate permission for Tyler Notify campaign functionality.

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Log into your client's Munis environment.

From the Tyler Menu, navigate to System Administration > Security > Roles.

Under the Module View tab of the roles screen, select Munis System from under the General section.

From the tool bar at the top of the screen, click the Search icon.

Within the Role ID box, select the appropriate role from the dropdown and click Accept.

Scroll down to the Tyler Notify section of the role.

Verify that the "Allowed to submit Tyler Notify campaigns" box has been checked off.

If the option has been checked off already, then no further role changes are required.

If the option has not been checked off:

From the tool bar, click Update.

Check off the box.

Click Accept.

From the target Tyler Cloud Portal enterprise launcher page click the Notify application
Click Campaigns from the side menu
Click the add button (+ symbol ) to create a new campaign. The Create a campaign dialog should appear
Select Munis User Notifications Tyler Testing from the template dropdown and click Create
The campaign should already contain all necessary messaging and configuration. Click Create again
Click the right arrow (>) next to the campaign's title to reopen it
Open the Recipients tab
Drag and drop the RecipientsSampleUpload.xlsx file on to the drop target
Confirm it contains your contact information, and only your contact information
Click the ellipses in the upper-right-hand corner of the campaign window and choose Start. Thee campaign should begin as long as the current time is in within the bounds of the notification schedule the Main tab
Watch for the email, text message and phone call to come in

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If unsure of which role to update, please contact TSM support for resolution.

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