- Using B2C Service
- Set Profile Permissions
Set Profile Permissions
Using the tabs on the Profile Permissions editor, you can assign various administrative, read, edit, and delete permissions to staff members’ profiles.
- Click Configuration on the navigation pane.
- Expand Staff Management, double-click Profiles, and then double-click the profile you want
to edit.
The Profiles editor opens.
- Click Permissions.
The Profile Permissions editor opens.
- Click the tabs to access options and assign permissions.
Profile Permissions Editor Tabs
Click This Tab To Perform This Function Administration Selected by default when you open the Permissions page.
Organizations Assign permissions related to adding and editing organizations.
Contacts Assign permissions related to adding and editing contacts.
Service Assign permissions related to Service. If Chat is enabled on the site, chat permissions are also selected on this tab.
Opportunities Assign permissions related to opportunity tracking.
Outlook Integration Assign Outlook integration permissions. Outlook integration must be enabled for this tab to appear.
Outreach Assign Outreach permissions.
Feedback Assign Feedback permissions.
Tasks Assign task permissions.
Custom Objects Assign custom object permissions. Custom objects must be enabled for this tab to appear.
Analytics Assign Analytics permissions. - Enter the appropriate field information.
- Click Save.