How to add users in FastCall in three easy steps
There are a few steps required to add users in FastCall.. all managed 100% inside Salesforce.
- If you need to purchase additional licenses you do so from the AppExchange under MyAccount.
- Once the licenses are purchased, FastCall manages the assignment of the FastCall license to your users; gives users the FastCall permission set and the FastCall call center file from the User Panel.
- As needed.. manage the user settings under the Fastcall User Panel.
Keep in mind that one license is used by the site guest user – see details below. If you have 10 users in you org, you need 11 licenses.
In the FastCall User Panel, use the “Add FastCall User” button. We assign the license to the user, give the user the FastCall permission set and call center file. These steps can also be done directly on the Salesforce user record
Setup –> Manage Users –> Permission Sets –> FastCall User
Once users have been given a license and rights, the last step is to customize the FastCall application under the User Panel. Admins will see the admin settings in FastCall; standard users only their own user settings. Admins can view settings as the user by clicking “Change to User Profile.”
Users have the following settings:
- Widget Settings
- Calling Devices
- Phone Numbers
- Inbound Calls
- Call Receivers
- Recorded Messages
NOTE: The user phone numbers (office, mobile) are also taken from the Salesforce User record.
A license for the Site Guest User is required by Salesforce. As a native application we adhere 100% to the Salesforce licensing model, and Salesforce requires the Site Guest User to have a license. The Site communicates with Twilio. Just as Salesforce requires a license for an API user, a license is required for the Site.
And while Salesforce uses this license, they do not show it under setup / packages. The licenses is used but not managed with user licenses. FastCall would very much like to find a workaround for this, but there are none. Salesforce is very confusing here.
The license used by the site guest is not available to assign to a user.