Skip to main content

Live Assist Administrator Role—Permissions

  • Chat
  • Messaging

Updated ~ minute read

This article explains the default permissions set on the Live Assist Administrator role in Microsoft Dynamics 365. These are required for the service to operate correctly.

If you or another application has made changes to the permissions, you must change the settings back to those shown. (See create or edit a security role to manage access for how to adjust settings.)

The Security Role 'Live Assist Administrator' entered into the Role Name field in the Security Role search form in Dynamics 365

Core Records

On the Core Records tab, all 5 possible permissions are set for the Activity entity and the Append To permission is set for the Contact entity

On the Core Records tab, the Read permission is set for the Language entity, and the Read, Append, and Append To permissions are set for the Queue entity

On the Core Records tab, the Create and Read permissions are set for the User Entity Instance Data and User Entity UI Settings entities

Service

On the Service tab, the Read permission is set for the Knowledge Article entity

Business Management

On the Business Management tab, the Read and Write permissions are set for the Organization entity. The Read and Assign permissions are set for the Security Role entity. The Read, Write, and Append To permissions are set for the User entity. The Read permission is set for the User Settings entity

Customization

On the Customization tab, the Read permission is set for for the following entities: Customizations, Entity, Entity Map, Field, Plug-in Assembly, Plug-in Type, and Process.

On the Customization tab, the Read permission is set for for the following entities: Process Session, Relationship, Sdk Message, Sdk Message Processing Step, Sdk Message Processing Step Image, Solution, System Form, System Job, View, and Web Resource

Custom Entities

Note: This is a long list, so where there are no permissions those portions of list have been omitted. The list is sorted alphabetically, so these gaps should be easy to follow.

On the Custom Entities tab, the Read permission is set for the Administrator Permission entity. All 6 permission types are set for the Agent Chat Participation and Agent Status Change entity

On the Custom Entities tab, all 8 possible permission types are set for the Browser Context, Chat Queue Statistic, and Chat Transcript Line entities. All 6 possible permission types are set for the Chat Transcript entity.
On the Custom Entities tab, all 8 possible permission types are set for the Knowledge Records for Bot Conversation and Mobile Content entities. The Create, Read, Write, Append, And Append To permissions are set on the Live Assist Setting entity. The Create permission is set on the Knowledge Search entity.
On the Custom Entities tab, all 8 possible permission types are set for the Page View entity.
On the Custom Entities tab, all 8 possible permission types are set for the Survey Item entity. The Create permission is set for the Supervisor Permission entity

For the Channel Integration Framework you also need the Channel Provider Read access.

On the Custom Entities tab, the Create permission is set on the Channel Provider entity

Note: We have also seen this labelled as Provider

Related articles