.png){kind=logo}
Overview and Roles
- 13 Nov 2020
- 1 Minute zum Lesen
- Drucken
- DunkelLicht
- pdf
Overview and Roles
- Aktualisiert am 13 Nov 2020
- 1 Minute zum Lesen
- Drucken
- DunkelLicht
- pdf
The content is currently unavailable in German. You are viewing the default English version.
Artikel-Zusammenfassung
Fanden Sie diese Zusammenfassung hilfreich?
Vielen Dank für Ihr Feedback
ScreenMeet requires setting up several roles to function properly and securely for your Salesforce Organization.
Roles Overview
| Who | Description |
|---|---|
| Service Account | Allows server-to-server communication between your organization and ScreenMeet servers for creating sessions and writing session data to your instance. It is a best practice to restrict access to objects which are not part of your ScreenMeet solution to reduce security risk. |
| ScreenMeet Admin | This is a ScreenMeet "super user". ScreenMeet admins can change global ScreenMeet settings, product features and policies, can access data from all sessions, and have the ability to "barge in" to sessions created by other users. This permission permission should be assigned sparingly to a privileged few. |
| Supervisor | A supervisor has less privileges than an Admin. A supervisor can barge into other agent's sessions, but cannot make configuration and policy changes to your ScreenMeet account. |
| Agent | A ScreenMeet agent is a regular user. They can create sessions and use the product. |
Start by configuring the ScreenMeet Agent. We recommend using Permission Sets to manage who has access to ScreenMeet rather than making these changes directly on profiles, as it will allow you to grant ScreenMeet access to a variety users who use multiple profiles across your organization.
Start your process by creating a permission set called ScreenMeet Agent.
War dieser Artikel hilfreich?