User Permission Set for Language I/O Chat

This document outlines all the permissions that are included in the Language I/O Chat User permission set, additional permissions required, and how to assign the permission set to users.

Included Permissions

Custom Objects

• Language I/O Auto Responses :
  • Read
  • View All
  • Read access for the following custom fields:
    • Auto Response Category
    • Instruction Type
    • Message.
• Language I/O Chat Error Logs:
  • Read
  • Create
  • Edit
  • Delete
  • View All
  • Modify All
  • Edit Access for the following custom fields:
    • Chat Transcript
    • Chat Transcript Name
    • Logs
• Language I/O Chat Messages:
  • Read
  • Create
  • Edit
  • Delete
  • View All
  • Modify All
  • Edit Access for the following custom fields:
    • Agent Message
    • Is Same Message
    • Message, Message Type
    • OriginalMessage
    • OriginalOptimizedMessage
    • Requester
    • Sequence
    • Source Agent Locale
    • Timestamp
    • User Name
• Language I/O Chat Transcripts:
  • Read
  • Create
  • Edit
  • Delete
  • View All
  • Modify All
  • Edit Access for the following custom fields:
    • Description
    • File Transfer Requested
    • Live Chat Transcript
    • Locale
    • Optimization Enabled
    • Transcript
    • Translation Enabled
    • Translation Was Enabled
    • Word Count
• Language I/O Connection Timeout Messages:
  • Read
  • View All
  • Edit Access for the following custom fields:
    • Message

Apex Classes

• LinguistNow_LiveAgentFileTransfer
• LinguistNow_LiveAgentTranslator

Visualforce Pages

• LinguistNow_LiveAgent

Additional Chat Agent Permissions

There is additional access required for a non admin user to be used as a Chat agent. Below is a list of the minimum permissions a user must have in addition to the Language I/O Permission set above, so they can access and use the Language I/O Chat functionality.

You can add these additional permissions either by cloning the Chat permission set that is included in the managed package, or by adding the additional permissions manually to the user profile.

• Chat Transcript (LiveChatTranscript): Read
  • Field Access:
    • ChatKey: Read
    • LiveChatButtonId: Read
    • BrowserLanguage: Read
    • RequestTime: Read
    • Body: Read
    • Status: Read
    • Name: Read
    • StartTime: Read
• Account : Read
  • Field Access:
    • Name: Read
• Contact: Read
  • Field Access:
    • Name: Read
• Lead: Read
  • Field Access:
    • Name: Read
• Case: Read
  • Field Access:
    • CaseNumber: Read
    • Subject: Read

Assigning Users to the permission set

To assign the permission set to a user profile:

1. Log in to your Salesforce org and go to Setup. 
2. Search for "Permission sets" and find the "Language I/O Chat User" permission set: 
   
3. Open "Manage Assignments":
   
4. Click on "Add Assignment". Select the users that you want to add to the permission set.
5. When you are done with your selection, click Next, then Assign.