Enabling User Access for Service Flow Manager Agent
You can configure which users or profiles can access the Service Flow Manager Agent. You can grant access to selected users or profiles, ensuring that only authorized users can invoke SFM transactions through ServiceMax AI.
To enable user access, perform the following steps.
1. Navigate to > > .
The ServiceMax AI Console is launched.
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You can also log in to the ServiceMax AI console directly at https://console.servicemax.io/ai with your Salesforce org credentials.
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2. Navigate to > > .
The Service Flow Manager page is displayed.
3. Click Select Profiles or Users to select the user profiles or individual users for whom you want to enable user access for service flow manager.
The window is displayed.
◦ Select the user profiles in the Profiles tab of the window.
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• You can scroll through the window to view all the profiles.
• If there are multiple profiles, you can paginate the view. You can define how many rows must display per page.
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◦ Select the individual users in the Users tab. Use the Search option in the User Selection field to search and select users.
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• You can select up to 25 users.
• Selected users will have access to service flow manager even if the user profile of the users is not selected.
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4. Click Apply to grant the service flow manager agent to the selected user profiles and individual users.
The window is closed and the number of user profiles and users you have selected is displayed in the User Access section of the Service Flow Manager page.
5. Click Save. The selected user profiles and individual users can access Service Flow Manager in ServiceMax AI.