You are here:
Assign the Dialer Permission Set to Users
Assign the Dialer licenses to users from Setup.
Required Editions
| Available in: Lightning Experience |
Available with Sales Cloud and Service Cloud in: Essentials, Professional, Enterprise, Performance, and Unlimited Editions Sales Dialer is available for an additional cost as an add-on license. |
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets |
To use telephony features directly in Salesforce, we recommend that you modernize your experience by moving to Salesforce Voice. Salesforce Voice offers many of the telephony features that you love and more. See Get to Know Salesforce Voice.
Permission set groups aren’t supported for Dialer permissions. Assign Dialer and Call Monitoring permission sets without using permission set groups.
Dialer users can’t have Salesforce Voice permission sets or be part of a Salesforce call center.
- From Setup, enter Users in the Quick Find box, then select Users.
- Select a user.
- In the Permission Set Assignments related list, click Edit Assignments.
- Assign the Dialer Outbound and (if available) Dialer Inbound permission sets.
- Click Save.
-
Repeat the process for other users you want to grant Dialer access to.
The number of permission sets you can assign is limited by the number of feature licenses you’ve purchased.
Note Assigning the permission set automatically assigns a corresponding permission set license. However, if you wish to remove Dialer licenses from a user, you need to remove both the permission set and the permission set license to make the feature licenses available to reassign.
