Assign Permissions to MSM Agent Persona

To create a user with a service agent persona, you must assign the required permissions set licenses, managed permission sets, and object-level permissions as recommended in the sample permission sets.

1. Go to Setup, and open Public Groups. Optionally create a new sharing group for MSM users called MSM Access Sharing Group and add the user to it. If the group already exists, add this user to the existing group. By default in the org that you request, Multiplay Subscription Management creates the sharing group for this persona. If you migrate Multiplay Subscription Management to your own org, you can optionally create a sharing group.
2. Go to Setup, and open Sharing Settings. Create a new sharing rule for each of the objects listed depending on your type of org. If the rule already exists because you created it for this or a different persona, you don't need to create the rule again.
   

   Note

   This section provides the list of Objects for which you have to set the sharing rules to enable access to the Service Agent persona. To learn more about sharing rules and how to create them, see Sharing Rules.

   For Omnistudio enabled orgs.

   Object	Access
   User	Read Only
   Decision Matrix	Read Only
   Omni DataPack	Read Only
   Omni Data Transformation	Read Only
   Omni Data Transformation	Read Only
   Omni Electronic Signature Template	Read Only
   Omni Electronic Signature Template	Read Only
   Omni Process	Read Only
   Omni Process	Read Only
   Omni Process Transient	Read Only
   OmniScript Saved Session	Read Only
   Omni UI Card	Read Only
   Omni UI Card	Read Only
   Omni User Session	Read Only
   Omni User Session	Read Only

   For OmniStudio disabled orgs.

   Object	Access
   User	Read Only
   Omni User Session	Read Only
   Saved OmniScript	Read Only
   Vlocity Action	Read Only
   Vlocity Calculation Matrix	Read Only
   Vlocity Calculation Procedure	Read Only
   Vlocity Card	Read Only
   Vlocity DataRaptor Bundle	Read Only
   Vlocity DataRaptor Map Item	Read Only
   Vlocity OmniScript	Read Only
   Vlocity OmniScript	Read Only

3. For OmniStudio enabled orgs, assign additional permission sets.

   • MSM Content Configuration Permission Set

   • MSM Demo Inventory Permission Set

   • Interaction Calculation

   • OmniStudio User

   • Communications Cloud Plus Runtime

4. For OmniStudio disabled orgs, assign additional permission sets.

   • MSM Content Configuration Permission Set

   • MSM Demo Inventory Permission Set

   • MSM OmniScript Objects

     

     Note

     You can find information about this permission set in your reference org.

   • Communications Cloud Plus Runtime