When enabling ScreenMeet capabilities for a new profile type, you’ll need to ensure that they have permission to write to the ScreenMeet Session custom object and use the ScreenMeet connected app. Otherwise, they won’t be able to create new sessions or read session logs. Some, most, or all of these settings may be configured properly upon installation depending on how you have your Salesforce org configured, but let’s check through everything just to be sure. Here’s how to do this:

1. As an admin, navigate to Setup -> Users -> Profiles, and then select the relevant profile type. We’ll use “Standard User” as an example

2. First, navigate to “Connected Apps settings” and make sure ScreenMeet is assigned. With the new, enhanced Profile View enabled, it’ll be under Assigned Connected Apps. If you’re not using the enhanced profile view, it’ll be a checkbox just below Custom App Settings:


3. Next, go to “Object Settings” and scroll down to “ScreenMeet Sessions”

4. Click on “ScreenMeet Sessions” and then “Edit.” Scroll down to Field Permissions. Click all checkable boxes, if they aren’t already checked. In addition, ensure “ScreenMeet Session” is set as default and assigned instead of —Master—.

5. Scroll back up and click Save to apply the changes

If you are unable to give these permissions to the profile type you’re working with, you will need to clone this profile type, redo these steps for this profile, and then transfer the relevant users to the cloned profile.

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