After the package installations is complete and before any other changes are made, you need to assign permissions to soon-to-be Unbabel users based on their profile. Notice that by now, after configuring the Unbabel Connector, all users should already be part of the Unbabel API permission set independently of this. Our package has 2 Permission Sets:
- Unbabel SC Permissions - Admins
- Unbabel SC Permissions - Agents
Start by adding the Unbabel SC Permissions - Admins Permission to the Admin/Integration user performing the installation by following the steps:
1 - Click to enter Setup, then search for Permission Sets in the Quick Find search box and click on the Permission Sets link:
2 - Find the Unbabel SC Permissions - both Admins and Agents and click on one of them.
3 - Click the Manage Assignments button:
4 - Click the Add Assignments button:
5 - Check the users to add and click Next. You should assign the Admin permission set to the Integration user and all System Admins you want managing Unbabel settings.
6 - Click Assign.
Once finished, please perform the same steps for the Permissions Set Unbabel SC Permissions - Agents and add all the Agent users that will be using Unbabel.
- Please make sure that you also add all the users configured on your automated processes like for example Web-to-Case or Email-to-Case to the Permissions Set Unbabel SC Permissions - Agents.
- Please assign the Integration User used when installing the Unbabel Connector package to the Unbabel SC Permissions - Admins.
Next, we'll configure the page layouts that will be in use with Unbabel.