You are here:
Assign Record Types to the IT Agent Profile
The tab settings and object permissions for the IT Agent profile are customized when you install the Employee Concierge package. To complete the setup for this profile, assign record types to the Knowledge object.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- In the Profiles table, click IT Agent.
- Under Apps, click Object Settings.
- Search for and select Knowledge, and then click Edit.
- Under Record Types and Page Layout Assignments, for IT Knowledge Article, select Assigned Record Type and Default Record Type.
- Save your changes.
- Confirm the object settings for the IT Agent profile:
- Assets
- For Tab Settings: Default On
- For Object Permissions: Read, Edit
- Knowledge
- For Tab Settings: Default On
- For Object Permissions: Read, Create
- For Record Types and Page Layout Assignments, under IT Knowledge Article: Assigned Record Type and Default Record Type
- Assets
Did this article solve your issue?
Let us know so we can improve!
