Meet the Employee Concierge Personas

Employee Workspace Admin

A Salesforce system admin. These users have full access to Employee Workspace and Employee Concierge settings and data. They can configure a site and provide access to members.

Employee

An employee who has access to the Employee Workspace site. These users can access their profile page and tickets, connected apps, and published knowledge articles. If employees have access to the Salesforce org, these users can also view and edit the records they own or records that are shared with them.

Note Employees who access Employee Workspace must have an associated user record to log in to the site and access data. After you add employee records, use the User lookup field to link employee and user records.

IT Agent

An employee who is a knowledge author and can access Agent Desk, a Salesforce app for managing Employee Concierge tickets. They have access to the Employee Workspace site and your Salesforce org.

Knowledge Author

An employee, often an expert in some area, who can create and publish knowledge articles for Employee Concierge. Depending on your organization, Knowledge Authors can be IT Agents or other employees.

When you install the Employee Concierge managed package following our instructions, permissions for each of these personas are added. Review the Employee Concierge permissions for more information on the access these permissions grants. Decide which persona is right for each employee and assign permissions based on their needs.