Setting up users, permissions and sharing rules
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 the VisualForce page for a Create Dial List button
- Creating a Create Dial List button for a standard object
- Creating a Create Dial List button for a custom object
- Adding a Create Dial List button to a List View page for a standard object
- Adding a Create Dial List button to a List View page for a custom object
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