Add users to the contact center in Salesforce

AI-generated summary

Genesys Cloud enables adding users to a contact center in Salesforce to make and receive voice calls by searching for Voice on the Setup Home page, selecting the Partner Telephony Contact Centers, clicking the desired contact center, clicking Add under Contact Center Users, selecting users with appropriate permission sets, and clicking Done. Key capabilities include associating each user with one contact center at a time and requiring the Contact Center Admin or Contact Center Agent permission sets. This enables configuring and managing users for voice interactions through the contact center in Salesforce.

PrerequisitesClick to expand

Add users to the contact center to make and receive voice calls. You can associate a user with only one contact center at a time.

To add users to the contact center in Salesforce:

On the Setup Home page, search for Voice in the Quick Find box and select Partner Telephony Contact Centers.
Click the contact center for which you want to add users.
Under the Contact Center Users section, click Add.
In the Add Contact Users window, all the users with the Contact Center Admin or Contact Center Agent permission sets are listed. Select the users from the list and click Done.

[NEXT] Was this article helpful?

Get user feedback about articles.

Loading...

Add users to the contact center in Salesforce

[NEXT] Was this article helpful?