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
   • 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.