Enabling User Access for Service Insights Agent
You can configure which users or profiles can access the Service Insights Agent.
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 Insights 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 insights.
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 of the window. 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 the service insights even if the user profile of the users is not selected.
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4. Click Apply to grant access to the Service Insights 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 Insights page.
5. Click Save.