Assign the Workforce Engagement Analyst, Workforce Engagement Planner, or Workforce
Engagement Agent permission sets to users of Workforce Management features.
Required Editions
Workforce Management User Permission Sets
| Permission Set Name |
What a User Can Do |
| Workforce Engagement Analyst |
Can create and adjust workload histories, intelligent forecasts, and capacity
plans. |
| Workforce Engagement Planner |
Can create, adjust, and schedule shifts from capacity plans; create shift
segments and Intraday Management views; perform schedule-related tasks like batch
assignment or get candidates; create shifts from templates or from a capacity plan;
approve time-off requests or time sheets; or view agents’ scheduling
preferences. |
| Workforce Engagement Agent |
Can request time off, submit time sheets, create service resource preferences,
receive email notifications from Intraday Management, and view agent home. |
