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To help configure user permissions, the Connect managed package includes the following permission sets:

  • Connect Supervisor
  • Connect Agent

You must assign these permission sets to your supervisors and agents respectively. For information about applying permission sets, see Assign Permission Sets to a Single User (Salesforce help) and Assign a Permission Set to Multiple Users (Salesforce help).

For information about the settings in the provided permission sets, see Permission set details.

From version 3 of Connect you must additionally provide all agents create, read, edit, and delete access to the Interaction Event (NVMContactWorld__InteractionEvent__c) and the Interaction Event Note (NVMContactWorld__InteractionEventNote__c) objects. You must, in particular, set Field-Level Security for all agents to read and edit the following fields:

ObjectFieldAPI Name
Interaction Event (NVMContactWorld__InteractionEvent__c)
 Related ToRelatedTo__c
 Is Pre Call EventIsPreCallEvent__c
 AgentAgent__c
 

IndexedCallObjectIdentifier

IndexedCallObjectIdentifier__c
 TypeType__c
Interaction Event Note (NVMContactWorld__InteractionEventNote__c)
 EventEvent__c
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