How update permissions for agents

Assign the following Customer profiles permissions as needed to the agent's security profile:

• View: Enables agents to see the Customer profiles application. They can:

  • View profiles that are autopopulated in the agent app.

  • Search for profiles.

  • View details stored in customer profiles (for example, Name, Address).

  • Associate contact records to profiles, as shown in the following image.

    

• Edit: Enables agents to edit details in the customer profile (for example, change address). They inherit View permissions by default.

• Create: Enables agents to create and save a new profile. They inherit View permissions by default, but don't inherit Edit permissions.

For information about how to add more permissions to an existing security profile, see Update security profiles.

By default, the Admin security profile already has permissions to perform all Customer profiles activities.