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          Manage Flexcard Data Source User and Profile Access in Omnistudio

          Manage Flexcard Data Source User and Profile Access in Omnistudio

          Enable or disable specific Flexcard data sources for an Omnistudio profile or user. For example, prevent admins with limited permissions from using more complex data sources like an Apex REST or Apex Remote.

          To enable or disable access to data sources org wide, see Manage Flexcard Data Source Org Access in Omnistudio.

          Required Versions

          Beginning Winter '22.

          1. Go to Setup, and search for and select Omni Interaction Access Configuration.
            Omni ­Interaction ­Access ­Configuration
          2. Click New Omni Interaction Access Configuration to create a record for a specific user or profile.
          3. Select Profile or User from the Location list.
            Omni ­Interaction ­Access ­Configuration Profile User
            • Select Profile to manage data sources for a specific profile, such as System Administrator.

            • Select User to manage data sources for a specific user, such as Jane Doe.

          4. Check or uncheck the checkbox for each data source that you want to enable or disable.
          5. Click Save.
           
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