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What access do supervisors and agents require?

For information about user types, see User types in Connect.

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Before you can configure supervisors and agents to use Connect, you must enable the agent configure them to use ContactPad ContactWorld in Salesforce. For information, see Linking a ContactWorld agent to their Salesforce user record Setting up NewVoiceMedia agents in Salesforce.

To give supervisors and agents the correct access to enable them to fulfill their tasks in Connect, you must give them access to the following items:

  • Dial List and Active, Pending, and Processed Dial Entry objects.
  • Fields in Dial List and Active, Pending, and Processed Dial Entry objects.
  • Specific Dial List and Active, Pending, and Processed Dial Entry records.

You can either use the provided permission sets or manually configure the permissions.

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