To set up, manage, fulfill and request IT service requests, admins, support reps, and
users need specific permission sets and user permissions. With these permissions, users can
access the Unified Catalog, install templates, and configure third-party
integrations.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
Note IT service templates are available in orgs with Agentforce IT Service orgs and Unified
Catalog. To use Unified Catalog and its features, users need the Unified Catalog add-on and
Unified Catalog Community User add-on licenses. To install templates with third-party
connectors, the MuleSoft for Flow: Integration add-on license is required.
Users also need permission sets specific to their role to manage and use Unified Catalog. The
table lists the permission sets. Use these permission set groups to simplify role-based access
for Unified Catalog.
Permission Set Groups
Permission Set Group
Included Permission Sets
Description
UnifiedCatalogAdminPsl
UnifiedCatalogAdmin
ContextServiceAdminPsl
ProductCatalogManagementAdministrator
ProductDiscoveryAdmin
ProductDiscoveryUser
Combines permission sets for admins to set up the Unified Catalog, manage product
discovery experiences, and configure the underlying context service and product
catalog metadata.
UnifiedCatalogAgentPsl
UnifiedCatalogAgent
ContextServiceRuntimePsl
ProductCatalogManagementViewer
Combines permission sets for support reps to run service processes, view product
catalog features, and perform read operations on context entities.
UnifiedCatalogCommunityUserPsl
UnifiedCatalogCommunityUser
ContextServiceRuntimePsl
ProductCatalogManagementViewer
Combines permission sets for employees to run Unified Catalog service processes,
view product catalog features, and access context data during runtime.
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