2.3. Natterbox Salesforce User Permissions Overview
- 11 Sep 2023
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2.3. Natterbox Salesforce User Permissions Overview
- Updated on 11 Sep 2023
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Although these permissions apply by permission sets (see Assigning the Natterbox Permission Sets for full details), please remember that many users fall into more than one, for example, a Team Leader might also be a User, and therefore they will have the combined permissions of the two user types, being able to both use the webphone and the CTI, and access Groups and Call Reporting.
Note: Having incorrect permissions causes pages to be displayed with the Insufficient Privilege Salesforce error page.
These are the defaults - as with all Salesforce permission sets, those with the appropriate levels of access can update these permissions to suit the needs of the company.
| Tab | Section | Administrator (NBVC Administrator PermissionSet) | Team Leader (NBVC TeamLeader PermissionSet) | User (NBVC BasicUser PermissionSet) | Notes |
| Home | ✓ | ✓ | ✓ | ||
| Admin Home | ✓ | x | x | ||
| Recording Access Page | ✓ | x | x | ||
| Event Logs page | ✓ | x | x | ||
| Error Logs page | ✓ | x | x | ||
| User Home | x | x | ✓ | Link in this page opens user's profile as available in Natterbox Users tab. | |
| Account Settings | ✓ | x | x | This includes editing skills and uploading sounds. | |
| Natterbox Users | ✓ | x | x | ||
| Create new users | ✓ | x | x | ||
| User search / edit | ✓ | x | x | ||
| Edit existing users | ✓ | x | ✓ - own only | User accesses page via User Home tab link. | |
| Access voicemail recordings | x | x | ✓ - own only | User accesses page via User Home tab link. | |
| Licenses page | ✓ | x | x | ||
| Phone Numbers | ✓ | x | x | ||
| Devices | ✓ | x | x | ||
| Groups | ✓ | ✓ | x | ||
| Routing Policies | ✓ | x | x | ||
| Dial Lists | ✓ | ✓ | ✓ | User can only create Personal lists, but can view/edit any list they are an admin for. | |
| Call Logs and Recordings | ✓ | ✓ | ✓ - own only | ||
| Call Status (legacy) | ✓ | ✓ | x | ||
| Call Reporting | ✓ | ✓ | x | ||
| Wallboards | ✓ | ✓ | x | For more information on wallboard permissions, see this guide | |
| Webphone | ✓ | x | ✓ | The webphone is not a tab but the permissions are held within the app. | |
| CTI | x | x | ✓ | Permission granted via licence assignment. The CTI is used as a front end for the webphone - it has no specific permissions within the app except to be accessed via licence, and is used with the app in conjunction with the webphone. | |
| Call Center Configuration | ✓ | x | x | ||
| Insight Search | ✓ | ✓ | ✓ |
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