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Message Quota Configuration

Note: To update a User's Email and Text quotas or configure the Send with Approval Process, you must have access to the Administration and System Setup sections of the Platform.

Security Roles determine a User's email and text quotas. The number of emails and texts a User can send is the maximum quota of the Roles they have.

To update an Email and/or Text Quota, you can open the Security Role record and update the Mass Email Quota field. When you do, note the following:

  • Users with an Email Quota of zero can't launch the New Message Tool. Instead, the tool is grayed out.
  • The system's limit for an Email Quota is 32,766. If you attempt to add a larger number, we'll let you know if it's too high.
  • The system honors the Quota of the User logged in, even if they send a Message on behalf of someone else with a different quota. For example, if a User with a Quota of 2,000 sends a Message on behalf of someone with a 500 quota, the system honors the 2,000 quota of the person logged in.
  • The system evaluates quotas based on selected Recipients. Features such as Send to Parents can exceed a User's Email Quota as long as the initial selection does not.
  • To see the Email Quotas for all Users, select the Email Quota Max view on the Users page.