Add Co-browse Permissions to a Profile

Co-browse is not fully functional until staff members have been assigned co-browse permissions in their profile.

After you create or edit a profile containing co-browse permissions, you can then assign the profile to individual staff members. This lets you designate which staff members have access to Co-browse. You can assign co-browse permissions to one or more profiles based on your organization’s needs.

  1. Click Configuration on the navigation pane.
  2. Expand Staff Management, and then double-click Profiles.
  3. Double-click the profile you want to edit.
  4. Click Permissions.
  5. Click the Service tab.
  6. Select Co-browse.
  7. Click Save.

What to do next

Before agents can use Co-browse, you must assign a profile containing co-browse permissions to their staff account. See Add or Edit a Staff Account.