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            Configure Permissions for Energy & Utilities Contact Center Console Users

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            Configure Permissions for Energy & Utilities Contact Center Console Users

            Service Agents, Service Administrators, and SFS Contractors are three common types of Contact Center Console users. Learn more about the recommended permissions for these users.

            Recommended Permissions

            This table provides a detailed mapping of common personas in Contact Center Console along with their recommended permissions. The table lists Energy Cloud permission sets along with CME permission sets, such as CPQ, EPC, DC, and OM Permission Set Licenses and Permission Sets and CLM and DocGen Permission Set Licenses and Permission Sets for CME.

            Persona

            Managed Permission Sets

            Sample Permission Set Group

            Additional Permission Sets

            		 Lightning Record Pages

            Service Agent

            • EAndU Cloud Service Runtime

            • OmniStudioUser

            • DocGenIndCmeRuntime

            E&U Service Agent User

            • EnergyRuntimeService

            • EnergyRuntimeIDVService

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EPC:ReadOnly:All

            • SFI OmniObjects Permissions (For Omni objects on Managed Package), OR OmniStudio User (For OmniScript enabled Org)

            • DocGen:Runtime:All

            • Account Utility Console LEX Page

            • VLP_LEX_Service_Console

            Service Administrator

            • EAndUCloudServiceRuntime

            • OmniStudioAdmin

            • OmniStudioUser

            • DocGenIndCmeRuntimeUser

            • DocGenIndCmeDesignerUser

            E&U Service Admin User

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EPC:Design:All

            • EPC:Admin:All

            • EnergyRuntimeServiceAdmin

            • SFI OmniObjects Permissions - Admin (For Omni objects on Managed Package), OR OmniStudio Admin (For OS enabled Org)

            • DocGen:Design:All

            • DocGen:Runtime:All

            • Account Utility Console LEX Page

            • VLP_LEX_Service_Console

            SFS Contractor

            • EAndUCloudBaseRuntime

            • OmniStudio Runtime for Communities

            E&U SFS Contractor User

            • Base:Runtime:ReadOnly

            • EnergyRuntimeServiceSFS

            • Field Service Admin Permissions

            		  
             
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