2.1. Permission Sets
  • 18 Jul 2023
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2.1. Permission Sets

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Article summary

Introduction to Permission Sets

Salesforce Users require a Natterbox permission set before they can be added as a Natterbox user.

All Natterbox permission sets begin with NBVC which stands for Natterbox Voice Cloud.

The NBVC Basic User Permission Set gives you access to the phone system itself and is required by anyone that will be using the Natterbox platform to make and receive calls.

The NBVC Team Leader Permission Set is for those who need to change members of groups, create dashboards and administer dial lists.

The NBVC Administrator Permission Set gives you access to all Natterbox functions but will not give someone administrator privileges for the rest of the Salesforce org, which means this task and permission set can be delegated.

For further information please see the next part of the chapter.

If you require a custom permission set, please clone one of the existing ones and work from there.


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