Setting up users, permissions and sharing rules
- Helen Griffith
Owned by Helen Griffith
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 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.
In this section
Progress
- Creating or editing custom settings for Connect
- Adding Connect to Salesforce Classic apps
- Adding Connect to Salesforce Lightning Experience apps
- Adding Dial List description to page layout
- Setting up a Create Dial List button
- Adding a custom button to a Dial List list view
- Setting up users, permissions and sharing rules
- Enabling an agent to use Connect
- Configuring Connect (optional tasks)
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