---
schema_version: "1"
id: 7c06dfbdcedff4414b3af0bb5d208b1a25e37baa5e22d986286afe08003110d5
title: Give Users Access to Quick Text
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/quick_text_access.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.quick_text_access.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e615fbdf175b4f3a419744169206b8bcab5b98cc8034d4d8b2657a2b384bd381
description: Giving users access to quick text lets them insert predefined messages in their emails, chats, events, tasks, Knowledge articles, and more. Service reps can respond to customers and update cases quickly and easily. Sales reps can work with their contacts, accounts, and opportunities more efficiently.
products:
  - Service Cloud
release: "264"
---
# Give Users Access to Quick Text

Giving users access to quick text lets them insert predefined messages in their emails, chats, events, tasks, Knowledge articles, and more. Service reps can respond to customers and update cases quickly and easily. Sales reps can work with their contacts, accounts, and opportunities more efficiently.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d57867e61">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">To set up quick text:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">To view quick text messages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">Read on quick text</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">To create, edit, and delete quick text messages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">Create, Edit, and Delete on quick text</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">To create quick text folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e61 ">Create on quick text</td>

          </tr>
        </tbody>
      </table>

1. Take a moment to decide which users need access to quick text.
    
    - Who should be able to insert quick text messages into records and conversations? Typically, this is most users.
    - Who should be able to create and maintain their own quick text messages? Typically, this is just a few users.
    - Who should be able to create and maintain quick text messages for their team? Typically, this is just a few users.
    
    Users with a Salesforce Platform user license can’t be given access to quick text.
2. Use a permission set or update profiles to give users access to the Quick Text object.
    1. To view and insert quick text messages, users need **Read** permission. In orgs created after Spring ’18, all user profiles automatically include Read permission on quick text.
    2. To create, edit, and delete quick text messages, users need **Create**, **Edit**, and **Delete** permissions, respectively. Keep in mind that letting many users create quick text messages decreases the standardization of your company messaging.
3. If you selected **Share and organize quick text in folders** on the Quick Text Settings page, give users access to folders of common quick text messages.
    1. From the App Launcher, select **Quick Text** to open the quick text tab.
    2. From the list of folders, click **Share** in the folder’s action menu.
    3. Select users or groups that need access to the folder, and choose an access level: View, Edit, or Manage. To share a folder with others, users need Manage access or to be the folder owner.
4. If you’re using quick text in Salesforce Classic, complete one of the following options.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:33.33333333333333%">
              <col style="width:66.66666666666666%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57867e220">Option</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57867e223">Steps</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e220 ">Give users ownership of at least one quick text message</td>

                <td data-label="Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e223 ">
                  <p style="margin-bottom:0;">On a quick text record page, transfer ownership of an existing quick text
                    message to the user. Look for the Change button.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e220 ">Change your org-wide default sharing setting for quick text</td>

                <td data-label="Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e223 ">Update quick text sharing on the Sharing Settings page in Setup. You can
                  update the setting to <strong class="uicontrol">Public Read Only</strong> or
                  <strong class="uicontrol">Public Read-Write</strong>.
                </td>

              </tr>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e220 ">Use sharing rules</td>

                <td data-label="Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d57867e223 ">If you don’t want to change your org-wide default sharing settings, create
                  sharing rules to specify which groups of users have at least read-only access to
                  quick text messages.</td>

              </tr>
            </tbody>
          </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)

Note If your org-wide default sharing setting for quick text is set to Public Read-Write, all users can access all quick text records whether or not **Share and organize quick text in folders** is selected.

After giving users access to quick text, create standardized messages that they can use.

#### See Also

- [Design Your Quick Text Strategy](https://help.salesforce.com/s/articleView?id=service.quick_text_strategy.htm&release=264.0.0&type=5 "Before you get started using quick text, run through these planning questions. They help you and your team use quick text effectively to save time.")
- [Enable Quick Text](https://help.salesforce.com/s/articleView?id=service.quick_text_enable.htm&release=264.0.0&type=5 "Enable quick text for your org so that your users can insert predefined messages into customer conversations and records. Optionally, customize your quick text categories to make each message’s purpose clear.")
- [Create Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_create.htm&type=5&language=en_US)