ScreenMeet Permissions and Roles Overview

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ScreenMeet includes pre-defined roles and permission sets designed to help you manage user access and security across your organization. In addition, administrators can create custom permission sets and groups to fit specific use cases.


Pre-Defined Roles

To grant users access to ScreenMeet, apply one or more of the permission sets listed below.

Role

Key Capabilities

Restrictions / Notes

ScreenMeet Service

  • Server-to-server communication

  • Creates sessions

  • Writes session data

  • Should only be assigned to the Service Account user created by your Salesforce Administrator

  • Should only have access to objects required for ScreenMeet

  • Limit scope for security

ScreenMeet Admin

  • Full system control

  • Change global settings & policies

  • Access all session data

  • Barge into sessions

  • Assign sparingly to trusted admins only

ScreenMeet Supervisor

  • Barge into agent sessions

  • Cannot change configurations or policies

ScreenMeet Beam Group Manager

  • Manage Beam Groups

  • Available only in ScreenMeet package version 1.24 and higher

  • No other admin privileges

ScreenMeet Agent

  • Standard user role

  • Create sessions

  • Use standard features

  • Cannot barge into sessions

  • No administrative control

Best Practice

  • The ScreenMeet Service permission set should only be assigned to the Service Account user created by your Salesforce Administrator

  • Assign the ScreenMeet Agent permission set to all users who create sessions (Live video, Remote Support, Replay, or CoBrowse)

  • Assign the ScreenMeet Admin permission set to system administrators or project leads responsible for maintaining the solution

  • Consider using Permission Set Groups to simplify management. These allow you to combine multiple permission sets into one group that can then be assigned to individual users or roles

⚠️ Important: Do not clone permission sets. Cloned permission sets will not receive updates when ScreenMeet introduces new or enhanced role functionality.


Admin pre-approved user (Only 1.27+)

With the introduction of the new Salesforce authorization flow, we now require the ScreenMeet Connected App to be assigned to ScreenMeet users.

To do so, we recommend creating a new permission set named ScreenMeet Connected App Access and configuring it in the following way.

  1. Create a new permission set named ScreenMeet Connected App Access

  2. Go to Permission Set Overview > Assigned Connected Apps

  3. Click Edit

  4. Move ScreenMeet from Installed Connected Apps to Enabled Connected Apps

  5. Click on Save

  6. Assign this new permission set to all ScreenMeet users (agents, administrators, supervisors)


Custom Roles and Permissions

With the latest version of ScreenMeet, administrators can tailor access by creating custom permission sets and groups. This is useful when certain agents require more or fewer features depending on their role.

Example:
A tier one agent may be granted access only to the following:

  • ScreenMeet Live (screenmeet.Enable Live)

  • Audio during sessions (screenmeet.live Enable Audio)

  • Guest screen sharing (screenmeet.live Guest Screenshare)

To add custom permissions:

  1. Open the user’s profile or the relevant permission set.

  2. Go to Custom PermissionsEdit.

  3. Add the required permissions (e.g., enable specific products like screenmeet.Enable Live or specific behaviors such as screenmeet.feature: File Transfer).

        ▶ Click to View the Complete Custom Permissions List    

Cobrowse

Enable Product

cobrowse

Grants the agent access to launch embedded, browser-based support sessions on the customer's web page.

Cobrowse

Confidential Overlay

cobrowse_confidentialOverlayEnable

Masks or visually blocks sensitive fields (like credit cards or passwords) on the webpage so the agent cannot see them.

Cobrowse

Form Fill

cobrowse_formFill

Allows the agent to type into text boxes or interact with form fields on the customer's web page.

Cobrowse

Highlighter

cobrowse_highlighter

Provides a tool for the agent to draw to highlight specific text or elements on the page.

Cobrowse

Laser Pointer

cobrowse_laserPointer

Displays a virtual laser pointer cursor on the customer's screen where the agent is pointing, without clicking elements.

Cobrowse

Link Scrambling

cobrowse_linkScrambling

Obfuscates specific URLs or navigational links to protect customer privacy or proprietary site structures.

Cobrowse

Recording

cobrowse_recording

Enables the automatic video capture of the browser session activity for auditing or training.

Cobrowse

Recording Enabled

cobrowse_recordingEnabled

A global or user-level toggle that dictates if the recording module is active

Cobrowse

Recording - Agent Choice

cobrowse_recording_agent_choice

Provides a UI button for the agent to manually start, pause, or stop the recording at their discretion when creating the session.

Cobrowse

Remote Control

cobrowse_remoteControl

Upgrades the session from view-only, allowing the agent to actively click and navigate the customer's browser.

Cobrowse

Screenshot

cobrowse_screenshot

Allows the agent to capture a static image of the current web page view to save to the case/ticket.

Cobrowse

Session Storage

cobrowse_sessionStorage

Dictates whether session artifacts (like chat logs or metadata) are retained and saved after the session ends.

Cobrowse

URL Invite

cobrowse_urlinvite

Allows the agent to generate and send a direct link to another agent to join and assist with the session.

Cobrowse

Video Chat

cobrowse_videoChat

Enables a picture-in-picture webcam feed to communicate face-to-face while navigating the website (Requires ScreenMeet Live product entitlement)

Live

Enable Product

live

Grants the agent access to the web-based video and audio conferencing meeting tool.

Live

Audio

live_audio

Enables microphone and audio transmission capabilities within the meeting room.

Live

Audio - Agent Choice

live_audio_agent_choice

Allows the agent to choose whether audio is enabled or disabled at the start of the session.

Live

Background Blur

live_background_blur

Provides a visual filter to blur out the user's physical background behind them on the webcam feed.

Live

Blur Default

live_blur_default

Forces the background blur filter to be applied automatically as soon as the camera is turned on.

Live

Chat

live_chat

Enables a text-based messaging panel for participants to type to each other during the meeting.

Live

Guest Change Resolution

live_guest_change_resolution

Allows the customer (guest) to adjust their video stream quality to accommodate poor bandwidth.

Live

Guest Invite

live_guest_invite

Permits the customer to generate a link to invite external participants into the active meeting.

Live

Guest Screen Share

live_guest_screenshare

Grants the customer the ability to broadcast their entire desktop or application window to the room.

Live

Guest Video

live_guest_video

Allows the customer to turn on their webcam to stream video to the agent.

Live

Host Change Resolution

live_host_change_resolution

Allows the agent (host) to adjust their own video stream quality to manage bandwidth.

Live

Host Create Child Session

live_host_create_child_session

Enables the agent to spin off a breakout room or escalate the current meeting into a secondary session.

Live

Host Invite

live_host_invite

Allows the agent to invite additional subject matter experts or participants to the current meeting.

Live

Host Screen Share

live_host_screenshare

Grants the agent the ability to broadcast their desktop or application window to the customer.

Live

Host Video

live_host_video

Allows the agent to turn on their webcam to stream video to the customer.

Live

Knock

live_knock

Enables a "waiting room" feature where attendees must request entry and be admitted by the host.

Live

Knock - Agent Choice

live_knock_agent_choice

Gives the agent the option to toggle the waiting room on or off, or bypass it entirely for a session.

Live

Laser Pointer

live_laser_pointer

Provides a highly visible, temporary cursor for pointing out details during a screen share.

Live

Record

live_record

Enables the capture of the meeting's video, audio, and screen sharing streams.

Live

Record - Agent Choice

live_record_agent_choice

Allows the agent to manually start, pause, or stop the meeting recording.

Live

Record - Opt In

live_record_opt_in

Forces a prompt requiring participants to explicitly consent before the recording starts.

Live

Recording Type

live_recording_type

Determines the format of the recording (e.g., active speaker view vs. gallery view, or cloud vs. local storage).

Live

Screen Annotations

live_screen_annotations

Allows users to draw, circle, or add text overlays onto a shared screen.

Live

Start Audio Enabled

live_start_audio_enabled

Automatically activates the user's microphone the moment they enter the meeting.

Live

Start Video Enabled

live_start_video_enabled

Automatically activates the user's webcam the moment they enter the meeting.

Live

Zoom

live_zoom

Allows participants to digitally zoom in on a shared screen or video feed for better visibility.

Remote Support

Enable Product

remotesupport

Grants access to the heavy-duty downloaded client app for full operating system control.

Remote Support

Auto Login

remotesupport_autologin

Allows the agent's connection to persist and automatically log back in after restarting the remote machine.

Remote Support

Chat

remotesupport_chat

Enables a standalone text chat window between the agent and the end-user on the remote desktop.

Remote Support

Laser Pointer

remotesupport_laserpointer

Gives the agent a pointer to indicate items on the remote screen without actually sending mouse clicks to the OS.

Remote Support

Pre Request Admin

remotesupport_prerequestadmin

Automatically asks the end-user to grant elevated/administrative privileges to the agent upon connecting.

Remote Support

Pre Request RC

remotesupport_prerequestrc

Automatically prompts the end-user to approve full keyboard and mouse control upon joining, skipping view-only mode.

Remote Support

Privacy Curtain

remotesupport_privacycurtain

Blacks out the physical monitor of the remote machine so local bystanders cannot see what the agent is doing.

Remote Support

Reboot

remotesupport_reboot

Gives the agent a quick-action button to initiate a standard restart of the remote machine.

Remote Support

Recording

remotesupport_recording

Captures video of the remote desktop session for compliance and ticketing purposes.

Remote Support

Recording - Agent Choice

remotesupport_recording_agent_choice

Allows the agent to manually turn the remote session recording on or off.

Remote Support

Remote Control

remotesupport_remotecontrol

Grants the agent the ability to send keyboard strokes and mouse clicks to interact with the remote OS.

Remote Support

Run

remotesupport_run

Provides quick access to a command prompt or Windows "Run" dialog for executing scripts or system commands.

Remote Support

Safe Reboot

remotesupport_safereboot

Allows the agent to restart the remote machine directly into Safe Mode and automatically reconnect.

Remote Support

Screenshot

remotesupport_screenshot

Lets the agent capture static images of the remote desktop to attach to support tickets.

Remote Support

UAC

remotesupport_uac

Allows the agent to view and click on Windows User Account Control (UAC) security prompts on the remote screen.

Remote Support

URL Invite

remotesupport_urlinvite

Enables the creation of a direct link for the agent to invite other agents into the session

Remote Support

Whiteboard

remotesupport_whiteboard

Provides drawing tools for the agent to sketch, circle, or write directly over the remote user's desktop interface.

Remote Support

Windows Tools

remotesupport_windowstools

Gives the agent quick-launch access to native OS utilities (like Task Manager, Registry Editor, or Event Viewer).


Field-Level Security

Make sure to configure field-level security for the field:

  • screenmeet__Has_SM_sessions__c on Cases

This field is used in reporting to compare cases with and without ScreenMeet sessions.


Additional Resources

IP Ranges

If you enforce IP range restrictions, please navigate to the IP Ranges section.