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Live Assist Agent Role—Permissions

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Updated ~ minute read

This article explains the default permissions set on the Live Assist Agent 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 Agent' open to the Details tab and showing the Role Name

Core Records

On the Core Records tab, the Activity entity has been granted the permissions of Read, Write, Append, and Append To. The Language entity has been granted the Read permission. The Queue entity has been granted the permissions of Read, Append, and Append To.

Service

On the Service tab, the Knowledge Article entity has been granted a Read permission.

Business Management

On the Business Management tab, the User entity has been granted with a Read permission.

Customization

On the Customization tab, the following entities have been granted with a Read permission: Customizations, Entity Map, Plug-in Assembly, Plug-in Type, Process, Process Session, Sdk Message, Sdk Message Processing Step, Sdk Message Process Step Image, Solution, System Form, System Job, View, and Web Resource.

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