---
title: "Finalize Configuration"
slug: "finalize-d365-configuration"
description: "This article serves as a guide on how to finalize the Omnichannel integration. "
updated: 2022-11-14T17:55:35Z
published: 2022-11-14T17:55:35Z
canonical: "docs.screenmeet.com/finalize-d365-configuration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.screenmeet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finalize Configuration

## Finalize Configuration

ScreenMeet Installation and Configuration with Microsoft Omnichannel is completed. As a final step in the process, assign appropriate ScreenMeet security roles to **users** or **teams**.

### Assign security roles

ScreenMeet security roles are divided into two tiers:

1. **Operation based roles**
  - **ScreenMeet Agent** – grant permissions to create a session
  - **ScreenMeet Admin –** grant permissions to customize organizational settings on [http://console.screenmeet.com](http://console.screenmeet.com)
  - **ScreenMeet Supervisor** – grant permissions to view sessions for all agents in a business unit. A supervisor cannot create a session

1. **Product based roles** Grant agents permissions to individual ScreenMeet products
  - **ScreenMeet Cobrowse**
  - **ScreenMeet Live**
  - **ScreenMeet Support**
  - **ScreenMeet Replay**

Note – starting version v3.2.5 each D365 user/team intending to use ScreenMeet products must be assigned at least one operation-based role and a product-based role.

Example: If **Agent A** is Live agent and **Agent B** is Cobrowse agent, the security roles assignment will look like:

**Agent A** Security Roles:

1. ScreenMeet Agent
2. ScreenMeet Live

**Agent B** Security Roles:

1. ScreenMeet Agent
2. ScreenMeet Cobrowse

For access to multiple products for agents, product-based security roles can be stacked and can be assigned to Teams or users directly.

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image-1668448528534.png)