Grant Local CRM permissions

Objective

Grant Local CRM permissions to agents and supervisors to manage customer data such as cases, customers, and tasks accessible to agents via 8x8 Agent Workspace. 

Applies To

• VCC Configuration Manager
• CRM

Procedure

1. Login to VCC Configuration Manager.
2. From the Configuration Menu, open Users.
3. Double click the user you want to edit.
4. Navigate to CRM & Tab permissions and grant the desired permissions.