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Assign Merchant Agent Roles and Permissions

Assign Merchant Agent Roles and Permissions

In Business Manager, configure user roles and permissions that can access the B2C Merchant Agent features. The feature requires a single permission, BM_Agentforce_Org, which is assignable to any role.

Create a specific role, such as Merchant Agent User, and assign it only to users who rely on Agentforce capabilities. Limiting who has the user role follows the least-privilege security model, and makes auditing Agentforce access easier.

  1. In Business Manager, go to Administration | Organization | Roles & Permissions.
  2. Create a role or select an existing role to grant Merchant Agent access.
  3. (Optional) Provide a descriptive name for the role, such as Merchant Agent User, and click Apply.
  4. Select the Functional Permissions tab, and in the Select Context window, select Organization, then click Apply.
  5. Find and select BM_Agentforce_Org.
  6. Click Update.
  7. Assign the new role to users.
    1. Go to Administration | Organization | Users.
    2. Select the user to grant access.
    3. Assign the role with the BM_Agentforce_Org permission.
    4. Save your changes.
 
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Salesforce Help | Article