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:
| Object | Field | API Name |
|---|---|---|
| Interaction Event (NVMContactWorld__InteractionEvent__c) | ||
| Related To | RelatedTo__c | |
| Is Pre Call Event | IsPreCallEvent__c | |
| Agent | Agent__c | |
IndexedCallObjectIdentifier | IndexedCallObjectIdentifier__c | |
| Type | Type__c | |
| Interaction Event Note (NVMContactWorld__InteractionEventNote__c) | ||
| Event | Event__c | |