This section shows you how to carry out various procedures in Whiteboards.


  1. Whiteboards are an extra feature that must be enabled for your system.

  2. You need the following permissions to use whiteboards:

    Permission Number

    Permission Name



    Whiteboard: View All

    Allows you to view whiteboards in your system.


    Whiteboard: View and Edit All Whiteboards

    Allows you to edit all whiteboards in your system.


    Automations: Activate Automations

    Allows you to activate and deactivate whiteboards in your system.

  3. Prepare anything that you need for the setup of your whiteboard, for example, segments, or prepared messages. These resources must be created in their own areas of the system and cannot be created on the whiteboard.

List of How-Tos