Loading
Explore Legacy Service Features
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Workforce Engagement User Permission Sets

          Workforce Engagement User Permission Sets

          Assign the Workforce Engagement Analyst, Workforce Engagement Planner, or Workforce Engagement Agent permission sets to users of Workforce Engagement features.

          Required Editions

          Example
          Example
          Note
          Note Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.
          View supported editions.

          Workforce Engagement 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.
           
          Loading
          Salesforce Help | Article