If you have trouble assigning a Live Assist role to a non-root Dynamics Business Unit user, you may need to add the system job permission. This article explains how to do this.
These steps only need to be carried out once, by the Dynamics global admin. After this is done, any attempts to assign a Live Assist role to a user to a non-root business unit should succeed.
- When logged in to Dynamics 365, go to the settings (gear) icon and click on Advanced Settings
- Click on the caret (down arrow icon) next to Settings in the top navigation bar to open the drop down menu. Then click on Security under the System heading.
- Click on Security Roles
- Find “Live Assist Administrator” and then open it
- Go to the Customization tab. Scroll down to the System Job row and click the yellow semi-circle in the second column. It should turn green.
Before:
After: - Click Save and Close