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Salesforce - How to Assign Tuvis Permission Sets
Salesforce - How to Assign Tuvis Permission Sets
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Written by Tuvis Team
Updated over a week ago

Permission Sets

You will have 5 permissions sets:

  • Tuvis Admin - Provides access to Tuvis setup pages, where you can change your accounts settings. And to the Dashboard.

  • Tuvis Sales User - It will give access to Opportunities inside Tuvis Agent Panel.

  • Tuvis Services User - It will give access to Cases inside Tuvis Agent Panel.
    (If the user should have access to Opportunities and Cases, you need to assign both permissions)

  • Tuvis Light User - Must be assigned for Partner Community users

  • Tuvis Auto Sync Data - For specific cases, when the user is not going to use Tuvis and only needs to see the conversations component

How to set these permissions:

  1. In Salesforce, go to Setup, search for Permission Sets

  2. Open the permission set you want, click on Manage Assignments

  3. Click on Add Assignments, and select the users you want. Then click on Assign.

    API and Apex Rest Services (Required)

    1. The user's profile must have API Enabled and Apex Rest Services permissions, in order to have all Tuvis features working properly.
      You can check this article to get more details

    Allowing users to delete messages (Optional)

    1. By default, users won't have access to delete messages.
      If you want to give them permission to delete synced messages, please, check this article

    Limiting Templates (Optional)

    1. By default, all users will have access to create templates and to the Templates tab, in Tuvis Engage App. If you want to control this access, you can follow this article

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