Using permission sets in Connect

Owned by Helen Griffith
Last updated: Oct 02, 2018

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).

You must additionally assign the ContactWorld Agent permission set to your supervisors and agents to ensure that they have adequate permissions to make and receive calls using ContactWorld in Salesforce. For information about setting up ContactWorld agents in Salesforce, including assigning the ContactWorld Agent permission set, see Setting up Vonage Contact Center users in Salesforce.

Support and documentation feedback

For general assistance, please contact Customer Support.

For help using this documentation, please send an email to docs_feedback@vonage.com. We're happy to hear from you. Your contribution helps everyone at Vonage! Please include the name of the page in your email.