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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 to use ContactPad in Salesforce. For information, see Enabling an Linking a ContactWorld agent to use ContactWorld in their Salesforce user record.

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 Dial Entry objects.
  • Fields in Dial List and Dial Entry objects.
  • Specific Dial List and Dial Entry records.

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

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