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Administrator Guide
Last Updated: 2025-12-12
Steps: Manage SMS Opt-In Preferences for Groups of Users

Steps: Manage SMS Opt-In Preferences for Groups of Users

Security:
Custom Report Creation
 domain in the System functional area.
You can manage SMS messaging consent for multiple users simultaneously by adding the
Mass Action - Messaging Opt-In
 to specific reports. This mass action enables you to initiate the process of opting in to or opting out of SMS messages for groups of users.
After you complete the steps to set up the mass action, you can use the messaging opt-in mass action on the report repeatedly to initiate the opt-in/opt-out process for additional users.
  1. Edit Domain Security Policies.
    Configure a security policy for the
    Messaging Opt-In/Opt-Out
     domain in the System functional area with
    Modify
     permissions.
  2. Access the report to which you want to add the SMS opt-in mass action.
    Select from these reports:
    • Find Workers
      : Security:
      Search: Find Worker
       domain in the Worker Profile and Skills functional area.
    • Find Students
      : Security:
      Reports: Students
       domain in the Student Core functional area.
    • Find Candidates
      : Security:
      Find Candidates: Internal and External
       domain in the Recruiting functional area.
    • Find Student Prospects
      : Security:
      Student Prospect Records
       domain in the Student Recruiting functional area.
    • Find Academic Records
      : Security:
      Reports: Academic Records
       domain in the Student Records functional area.
  3. Create a copy of the report.
    Example:
    Find Workers - SMS Opt-In
    .
    See Copy Reports. If you already have a customized version of the report, you can edit that one instead.
  4. Add the messaging opt-in mass action to the copy of the report.
    1. On the
      Advanced
       tab, add a row to the
      Mass Action
       grid.
    2. In the
      Mass Action
       field, select the
      Mass Action - Messaging Opt-In
       option for the specific report.
      Example:
      Mass Action - Messaging Opt-In for Workers
      .
    3. In the
      Name
       field, enter the name that you want to display on the mass action button on the report.
      Example:
      Mass Opt-in
      .
    4. Click
      OK
      .
  5. Access the report again to run the messaging opt-in mass action.
    1. Select the users that you want to opt in to or opt out of SMS messages.
    2. Click the SMS opt-in mass action button.
      The button name is customer defined. Example:
      Mass Opt-In
      .
    3. On the
      Messaging Opt-In Mass Action
       task you have two options:
      • Select
        Send SMS Opt-In
         to initiate the opt-in process for the selected users.
      • Select
        Opt-Out SMS
         to initiate the opt-out process for the selected users.
    4. Select the
      Confirm
       check box, and then click
      OK
      .
The
Messaging Opt-In Mass Action
 task displays both the number of users that the mass action:
  • Processed successfully.
  • Didn’t process due to errors.
You can click the number of users that the mass action didn’t process to view the reasons for the processing errors. The users who Workday processed successfully receive a text message initiating the opt-in/opt-out process for Workday SMS messages.