---
schema_version: "1"
id: 2c5658be46defc2a26df0151870be827de218f7531576cc6adb62166c9d7b624
title: Assign Proactive Service Permissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/assign_proactive_service_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.assign_proactive_service_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 53987a64fd6ff4ea995e0badc6353a3a9e8e9238e4688133e7f181462f0c1adc
description: Provision required licenses and permission sets to internal administrators and Experience Cloud site users to turn on the configuration of detection rules and facilitate customers to interact with the Agentforce Service agent.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Assign Proactive Service Permissions

Provision required licenses and permission sets to internal administrators and Experience Cloud site users to turn on the configuration of detection rules and facilitate customers to interact with the Agentforce Service agent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">additional add-on licenses</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">LWR</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;language=en_US&amp;type=5" target="_blank">Aura</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d61211e79">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61211e79 ">To create and manage Agentforce Service agents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61211e79 ">Create and Set Up Experiences AND View Setup and Configuration AND be a member of the
              site OR View Setup and Configuration AND be a member of the site AND have appropriate <a href="https://help.salesforce.com/s/articleView?id=experience.networks_access_control_overview.htm&amp;language=en_US&amp;type=5" target="_blank">role-based site access</a></td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61211e79 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61211e79 ">Assign Permission Sets AND View Setup and Configuration </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61211e79 ">To remove permission set assignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61211e79 "> Assign Permission Sets </td>

          </tr>
        </tbody>
      </table>

Make sure your org has ProactiveServicePSL and Agentforce Service Agent licenses. See [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US).

To access Data 360 insights and Agentforce troubleshooting features, admins assign specific permission sets to users based on their roles. Internal staff and Salesforce users require the Proactive Services For Internal Users permission set to manage service campaigns. Experience Cloud site users require the Proactive Services For Community User permission set to receive proactive notifications and access automated resolution paths.

1. From Setup, in the Quick Find box, enter Users, and select **Users**.
2. Select the user record.
3. In the Permission Set License Assignments list, select **Edit Assignments**.
4. Select **ProactiveServicePSL** and **Agentforce Service agent**.
5. Click **Save**.
6. In the Permission Set Assignments list, select **Edit Assignments**.
7. Select **Proactive Services For Internal Users** for administrators and **Proactive Services For Community User** for site users.
8. Click **Save**.