Assign permission sets for users in Genesys Cloud for Salesforce

AI-generated summary

Genesys Cloud for Salesforce provides two permission sets—CTI Admin and CTI User—that must be assigned to administrators and agents respectively to enable access to required Genesys Cloud objects for the embedded client. The managed package installation automatically provides these permission sets. To assign permissions, users navigate to Setup Home, search for Permission Sets, select the appropriate permission set (Admin or User), click Manage Assignments, add the desired user, configure an expiration option if needed, and complete the assignment. Proper permission set assignment is essential for both administrators and agents to access Genesys Cloud functionality within Salesforce.

The installation of the managed package provides Genesys Cloud for Salesforce CTI Admin and Genesys Cloud for Salesforce CTI User permission sets. Assign these permission sets accordingly to the administrator and agents. The permission set assignment is essential for you and your agents to access the Genesys Cloud objects required for embedded client.

To assign a permission set:

On the Setup Home page, search for Permission sets in the Quick Find box and select Permission Sets.
From the list of permission sets, click Genesys Cloud for Salesforce CTI Admin or Genesys Cloud for Salesforce CTI User.
Click Manage Assignments.
In the Current Assignments page, click Add Assignment.
Select the user from the list and click Next.
Select an expiration option of the permission for the user.
Click Assign and then Done.

For more information, see Permission sets for Genesys Cloud for Salesforce.

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