ScreenMeet Permissions and Roles Overview

Mis à jour le 15 Sep 2025
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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.

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:

Open the user’s profile or the relevant permission set.
Go to Custom Permissions → Edit.
Add the required permissions (e.g., enable specific products like screenmeet.Enable Live or specific behaviors such as screenmeet.feature: File Transfer).