Twilio for Salesforce uses specific Permission Sets to control "Service Level" access. Follow these steps to align your users with the correct permissions.
Step 1: Assign Managed Package Licenses (Production Only)
In Production environments, installing the package is not enough; users must be assigned a seat license to interact with the app's components.
Navigate to Setup and search for Installed Packages.
Find Twilio for Salesforce and click the Manage Licenses link.
Click Add Users.
Select the checkboxes for the users who require access and click Add.
Note: If no licenses are available, additional seats must be purchased via the Twilio Configuration tab.
Step 2: Assign Twilio Permission Sets
Licenses grant the right to use the software, but Permission Sets define what the user can actually do.
Navigate to Setup > Users > Permission Sets.
Select the relevant set provided by the package:
Twilio Administrator: Full access to API credentials, Twilio Configuration, and Messaging Services.
Twilio User: Standard access to send/receive SMS and use the SMS Inbox component.
Click Manage Assignments > Add Assignments.
Select your users and click Assign.
Step 3: Verification
Log in as the assigned user.
Open a Contact or Lead record.
Confirm the Twilio SMS Lightning Component renders correctly. If the user sees "Contact your System Administrator," verify both the License and Permission Set are assigned.
Additional Information
Sandbox Environments: Managed Package Licenses are not enforced in Sandboxes. You only need to complete Step 2 (Permission Sets) to grant access.
Flow & Automation: Any user who triggers a Salesforce Flow that sends an SMS (including the Automated Process User) must have a license and the Twilio User permission set assigned.
Versioning: Ensure you are on the latest version of the app to avoid conflicts between licensing and newer Lightning Component features.