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titleDescription of Issue

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

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titleContext

  • E-ERP 2019+

  • Tyler Hub

  • Tyler Notify

  • Notify

  • Roles

  • Testing

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titleCause

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

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titleResolution

  1. From the target Tyler Cloud Portal enterprise launcher

page click

  1. page click the Notify

 application

  1.  application

Click 

  1. Click Campaigns

 from

  1.  from the side menu

  2. Click the add button (+

symbol 

  1. symbol ) to create a new campaign.  The Create a

campaign dialog

  1. campaign dialog should appear

Select 

  1. Select Munis User Notifications Tyler Testing

 from

  1.  from the template dropdown and

click 

  1. click Create

  2. The campaign should already contain all necessary messaging and configuration. 

Click 

  1. Click Create

 again

  1.  again

  2. Click

the 

  1. the right arrow (>) next to the campaign's title to reopen it

  2. Open

the 

  1. the Recipients

 tab

  1.  tab

  2. Drag and drop the RecipientsSampleUpload.xlsx file onto the drop target

  3. Confirm it contains your contact information, and only your contact information

  4. Click

the ellipses 

  1. the ellipses in the upper-right-hand corner of the campaign window and

choose 

  1. choose Start. Thee campaign should begin as long as the current time is in within the bounds of the notification schedule

the 

  1. the Main

 tab

  1.  tab

  2. Watch for the email, text message and phone call to come in

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titleAdditional Information

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

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