how to enable virtual agent to external user

DeepikaM
Tera Contributor

‎03-10-2023 06:41 AM

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 I provided both table level and field level acl for snc_external role for custom table. I have to retrieve the details of record using short description. But user with the snc_external role not able to access the table. Please help with this.

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SatyakiBose
Mega Sage

‎03-10-2023 10:56 PM

Hello @DeepikaM 

Your ask is not clear here.

You are mentioning how to enable VA for external user, and the description is something about making a table accessible to external users.

Can you please describe your use case in detail here.

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DeepikaM
Tera Contributor
In response to SatyakiBose

‎03-12-2023 07:32 AM

Hello @SatyakiBose  I created custom table which extends a task table in different scope. I want to fetch the record details by providing short description. I have to achieve it by impersonating contact with snc_external role. I provided the CRUD for snc_external role for this custom table. But still I'm not able to fetch the record details using Virtual agent. Please help with this.

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SatyakiBose
Mega Sage
In response to DeepikaM

‎03-13-2023 01:50 AM

Hello @DeepikaM 

As per design snc_external users are restricted to view any data in the platform instance.

This is simply because of the reason as they are users outside the organizations.

The tables present in the instance can only be viewed or accessed by users, whose record are present in sys_user table, and are internal user. NOT EXTERNAL USERS.

Even in virtual agent you will not be able to access the records.

This is an expected platform behavior.

 

You can check the below thread as well:

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Community Alums
Not applicable

‎03-11-2023 08:23 PM

Hi @DeepikaM ,

Navigate to System Security > Access Control (ACL) > Search for a record where Name = GlideAMBProcessor. On the Requires role embedded list add in the "public" role (snc_external) and save the record.

But before doing above, make sure you have the below done/checked :

1. Activate Glide Virtual Agent (com.glide.cs.chatbot) plugin
2. Without logging into the instance navigate to <instance-name>/$sn-va-web-client-app.do
3. Notice Virtual Agent loads and is working normally
4. Activate Explicit Roles (com.glide.explicit_roles) plugin
5. Without logging into the instance again navigate to <instance-name>/$sn-va-web-client-app.do
6. Notice Virtual Agent is stuck on loading while displaying the "Connecting" message

 

 

 

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