---
schema_version: "1"
id: 12e0bfddf0a59d730fd813c2279c7af09f3e7b775a75df52bade4435f5c4c8b8
title: Verify and Assign Permissions to Configure the Student Success Chatbot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_chatbot_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2e0e80bf47a8190c536029c45ad37d6604a0c23d0c380fd2f643abac86908587
description: Configure the Student Success Chatbot user.
products:
  - Nonprofit
  - Education
release: "264"
---
# Verify and Assign Permissions to Configure the Student Success Chatbot

Configure the Student Success Chatbot user.

Identify one or more Salesforce Users to serve these functions:

- Be the chatbot administrator. Typically this is a Salesforce admin.
- Be the running user of the chatbot. As a security best practice, make the running user of the chatbot a different user from the chatbot administrator.

Configure the necessary User and object permissions for the person responsible for setting up the Student Success chatbot. Typically, this person is a Salesforce admin, which means some of these permissions are sometimes already enabled.

- **[User Permissions for Chatbot Setup](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_permissions.htm&release=264.0.0&type=5)**  
    From the chatbot's User record, make sure that these options are selected.
- **[Student Success Hub and Digital Engagement Permissions for Chatbot Setup](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_permissions.htm&release=264.0.0&type=5)**  
    The Student Success chatbot is built on Student Success Hub and Digital Engagement. Make sure that you assign the necessary Student Success Hub and Digital Engagement permissions to the person who sets up the chatbot.

## User Permissions for Chatbot Setup

From the chatbot's User record, make sure that these options are selected.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note These settings can't be controlled by using a permission set.

- Flow User
- Service Cloud User

## Student Success Hub and Digital Engagement Permissions for Chatbot Setup

The Student Success chatbot is built on Student Success Hub and Digital Engagement. Make sure that you assign the necessary Student Success Hub and Digital Engagement permissions to the person who sets up the chatbot.

For more information about these permissions, see [Configure Higher Ed Support Staff Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_security_perms_staff_hed_configure.htm&release=264.0.0&type=5 "Give higher ed support staff the object and field permissions they need to work in Student Success Hub.") and [Set Up Messaging Channels](https://help.salesforce.com/s/articleview?id=sf.livemessage_setup.htm&type=5).

The chatbot administrator also needs permissions for the custom fields that the Student Success chatbot installs. For more information, see [Configure the Student Success Chatbot's Custom Fields](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_custom_fields.htm&release=264.0.0&type=5 "Configure the chatbot's custom fields on the Contact and Activity objects.").