Tip

Security Role for the Application User

The Application User (see Create Application User) needs to be assigned a custom security role in Anthology Reach.

To create the custom Application User security role:

1. In Anthology Reach, select Settings > Security.

   

2. On the Security page, select Security Roles.

   

3. On the Security Roles page, select a Business Unit and click New.

   

4. On the Security Role: New Security Role page, specify a Role Name.

   

5. On the tabs for the new security role, select the following minimum permissions:

   1. Core Records tab:

      Entity	Permissions
      Account	Create, Read, Write
      Activity	Create, Read, Write, Append, Append To, Assign, Share
      Contact	Create, Read, Write, Append, Append To, Assign, Share

      

   2. Service tab:

      Entity	Permissions
      Case	Create, Read, Write, Append, Append To, Assign, Share

      

   3. Service Management tab:

      Entity	Permissions
      Entitlement	Create, Read, Write

      

   4. Customization tab:

      Entity	Permissions
      System Job	Read, Write

      

   5. Custom Entities tab:

      Entity	Permissions
      Bot Question Response	Create, Read, Write, Append, Append To

      

   Note: The custom security role for the Application User is required only in Digital Assistant version 1.1 and later with Anthology Reach 2.1. If Anthology Reach is upgraded and any dependent entity relationships are added for the Case, Activity, or Contact entities in future versions of Anthology Reach, then all those dependent entity privileges must be added to the custom Application User security role to ensure that Digital Assistant continues to work flawlessly.