Additional Salesforce Permissions

Prev Next

What can you do at each level of access?

Natterbox Admin

Previous Level + View All Custom Settings

Previous Level + Customize Applications

Previous Level + Modify All Data

Phone Numbers

View, create, edit and delete

Routing Policies

View, create, edit and delete

Devices

View, create, edit and delete

Skills

View and edit *

Create and delete

Natterbox Users

View

Create, edit and delete

Natterbox Groups

View

Create, edit and delete

Availability Profiles

-

View

Create, edit and delete

Admin Home Scheduled Jobs

-

View

Edit (Start or Stop Jobs)

Account Settings

-

View

Edit

Licence Subscriptions

-

View

Reload

User Licences

-

-

View and edit

Activating Package

-

-

Required*

AI Advisor

AI Advisor Settings

Create new prompt or edit name of prompt

*this user needs to continue having this permission, otherwise it will break CRO creation and potentially other features. You can change this to be another user through Portal.