Beyond - Setting Up Sense Texting

Setting Up the Sense Integration

Once you have your account with Sense and have worked with your TempWorks Account Manager to set up this integration, use the following steps to get you and your users ready for Sense.


Giving Users Access to Sense

The administrator that is setting up the Sense credentials will need the "Can Text" permission. All other users who will be utilizing the Sense Texting integration will not need this permission.

  1. Navigate to B for Beyond menu in the upper left
  2. Select System Settings > Security Groups
  3. Select Permission category
  4. Either: 
    • Add users to any group that already has this permission OR
    • Create a new group with the "Can Text" permission checked and add users to it (remember that users can only be part of one permissions group and will inherit all the permissions that you check.

Looking for more information? Check out Beyond - Managing Security Groups

Users will also need to be apart of a message action security type to see the messages on the corresponding record type.


Adding Sense Credentials

Once credentials have been gathered from Sense, they will be entered within Beyond:

  1. Navigate to B for Beyond menu in the upper left
  2. Select System Settings > External Service > Texting
  3. Select the + in the upper right
  4. Select Sense as the provider
  5. Enter credentials provided by Sense including Client Id and Client Secret
  6. Select Submit
  7. The credentials will be saved for you to view
  8. Once credentials are saved, you will be presented with a Notification URL that will need to be provided to Sense

Once credentials are saved and validated, the following record information is sent to Sense to be utilized within the web app or Chrome extension for sending messages:

  • Employee
    • Employee ID
    • First and Last Name
    • Email
    • Phone Number
  • Customer Contact
    • Contact ID
    • First and Last Name
    • Email
    • Phone Number
  • Service Rep
    • Service Rep ID
    • First and Last Name
    • Email
    • Phone Number

*Note* All the above fields must be populated in order for the record to be synced with Sense. 

This syncing process can take upwards of 24-48 hours before the records are able to be accessed within Sense.

In the event you are not seeing records that should be accessible within Sense, please contact our Support team.

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