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| What access do supervisors and agents require?For information about user types, see User types in Connect. To give supervisors and agents the correct access to enable them to fulfill their tasks |
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| | Read | Create | Edit | Delete |
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| Supervisor profile |
| Dial Entries |  | | | (optional) |
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| Dial Lists | | | | (optional) |
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| Agent profile |
| Dial Entries | |  |  Image Removed | |
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| Dial Lists | | | Image Removed | |
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| Info |
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Agents require edit access to dial lists and entries so that they can update the details accordingly when they have completed a call. |
You must then ensure that new and existing users are assigned the profile they require. For more information about users and profiles, see Salesforce help or contact support.
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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. | Panel |
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| borderStyle | solid |
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| title | In this section |
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| | Child pages (Children Display) |
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| borderColor | #eeeeee |
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| bgColor | white |
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| borderWidth | 1 |
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| titleBGColor | #4280FF |
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| borderStyle | solid |
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| title | Progress |
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| | Child pages (Children Display) |
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| root | Configuring Connect |
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| page | configuring connect |
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