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Configure Sign-in for WebAgent for SalesForce

Note: Additional Anywhere365 WebAgent and CTI Integration license required.

To enable your organization to the WebAgent, you need to have completed the following steps.

Prerequisites

Note: When using the WebAgent make sure your browser is compatible with your user platform, Learn More

 

  • Before getting started make sure your account is enabled by Anywhere365 to login on the WebAgent. For more information, contact your Anywhere365 representative.

 

Office365 – settings

Warning: If you switch types (for example from Skype online to Teams), you need to re-approve the WebAgent App

When using Microsoft Teams or Skype for Business Online specific permissions will be requested allowing the WebAgent (Azure Enterprise App). Below the details about the various permissions.

 

User Consent Permissions signing in as Teams User:

Note: Your tenant need to "Allow users consent for apps". If not the only users who have been granted a directory role that includes the permission to grant consent will be able to consent to new apps.
 Tip: As Administrator you can consent on behalf of your whole organization. (This check box will only show for the Global Admin role, so Cloud Admin and App Admin will not see this checkbox.)
No one else will be prompted to review these permissions.

When Microsoft Teams or Skype for Business Online agents are registered in Office365, the user needs to approve the WebAgent App to be able to login

This can be done by following:

  1. Got to https://webagent.anywhere365.io/

  2. Login using the Office365 button and approve:

  3. After this the user can login on https://webagent.anywhere365.io

 

These are the permissions asked if you use signs into the WebAgent for the first time and the App is not consented by the Administrator:

Description: Allows you to sign in to the app with your organizational account and let the app read your profile. It also allows the app to read basic company information.

Why is this required? To allow the WebAgent to sign you in and to show basic information like displayname and photo.

Permission name: Microsoft Graph / User.Read

Description: Allows the app to read a list of people in the order that's most relevant to you. This includes your local contacts, your contacts from social networking, people listed in your organization's directory, and people from recent communications.

Why is this required? To populate the contacts list and lets you search for contacts.

Permission name: Microsoft Graph / People.Read

Description: Allows the app to read your presence information on your behalf. Presence information includes activity, availability, status note, calendar out-of-office message, timezone and location.

Why is this required? To present your presence information into the WebAgent.

Permission name: Microsoft Graph / Presence.Read

Description: Allows the app to read presence information of all users in the directory on your behalf. Presence information includes activity, availability, status note, calendar out-of-office message, timezone and location.

Why is this required? To show you the presence of other users in the contact list.

Permission name: Microsoft Graph / Presence.Read.All

Description: Allows the app to see and update the data you gave it access to, even when you are not currently using the app. This does not give the app any additional permissions.

Why is this required? This allows the WebAgent to keep signing you in.

 

User Consent Authorize for additional contact details:

Note: Your tenant need to "Allow users consent for apps". If not only users who have been granted a directory role that includes the permission to grant consent will be able to consent to new apps.
 Tip: As Administrator you can consent on behalf of your whole organization. (This check box will only show for the Global Admin role, so Cloud Admin and App Admin will not see this checkbox.)
No one else will be prompted to review these permissions.

When the user want the use the contact tab for the first time, the user needs to approve the WebAgent App to be able to load additional information.

  1. Make sure your are signed into the WebAgent

  2. Open the contact tab and select authorize

  3. Login using the Office365 button and approve:

  4. After this the user can see additional information about contacts.

 

These are the permissions asked if you use signs in calendar for the first time and the App is not consented by the administrator:

Description: Allows you to sign in to the app with your organizational account and let the app read your profile. It also allows the app to read basic company information.

Why is this required? To allow the WebAgent to sign you in and to show basic information like displayname and photo.

Permission name: Microsoft Graph / User.Read

Description: Allows the app to read a list of people in the order that's most relevant to you. This includes your local contacts, your contacts from social networking, people listed in your organization's directory, and people from recent communications.

Why is this required? To populate the contacts list and lets you search for contacts.

Permission name: Microsoft Graph / People.Read

Description: Allows the app to read your presence information on your behalf. Presence information includes activity, availability, status note, calendar out-of-office message, timezone and location.

Why is this required? To present your presence information into the WebAgent.

Permission name: Microsoft Graph / Presence.Read

Description: Allows the app to read presence information of all users in the directory on your behalf. Presence information includes activity, availability, status note, calendar out-of-office message, timezone and location.

Why is this required? To show you the presence of other users in the contact list.

Permission name: Microsoft Graph / Presence.Read.All

Description: Allows the app to read presence information of all users in the directory on your behalf. Presence information includes activity, availability, status note, calendar out-of-office message, timezone and location.

Why is this required? To show you the presence of other users in the contact list.

Permission name: Microsoft Graph / Presence.Read.All

Description: Allows the app to read a basic set of profile properties of other users in your organization on your behalf. Includes display name, first and last name, email address and photo.

Why is this required? To allow the WebAgent to load additional information about a contact, for example Business Phone, Mobile and the photo.

Permission name: Microsoft Graph / User.ReadBasic.All

Description: Allows the app to see and update the data you gave it access to, even when you are not currently using the app. This does not give the app any additional permissions.

Why is this required? This allows the WebAgent to keep signing you in.

 

User Consent Authorize for calendar details:

Note: Your tenant need to "Allow users consent for apps". If not only users who have been granted a directory role that includes the permission to grant consent will be able to consent to new apps.
 Tip: As Administrator you can consent on behalf of your whole organization. (This check box will only show for the Global Admin role, so Cloud Admin and App Admin will not see this checkbox.)
No one else will be prompted to review these permissions.

When the user want the use the calendar for the first time, the user needs to approve the WebAgent App to be able to login

  1. Make sure your are signed into the WebAgent

  2. Open the calendar and select authorize

  3. Login using the Office365 button and approve:

  4. After this the user can use the calendar.

 

These are the permissions asked if you use signs in calendar for the first time and the App is not consented by the administrator:

Description: Allows the app to read events in your calendars.

Why is this required? To allow the WebAgent show your calendars events.

Permission name: Microsoft Graph / Calendars.Read

Description: Allows the app to read events in all calendars that you can access, including delegate and shared calendars.

Why is this required? To allow the WebAgent show calendars events shared to you.

Note: You need "Can view all details" permission on the shared calendar.

Permission name: Microsoft Graph / Calendars.Read.Shared

Description: Allows the app to see your basic profile (name, picture, user name)

Why is this required? To allow the WebAgent to sign you in and to show basic information like displayname and photo.

Permission name: Microsoft Graph / profile

 

Grant admin consent for your Organization:

As an administrator you can grant consent on behalf of all users in this directory, ensuring that end users will not be required to consent when using the application

  1. Sign into the Azure Portal

  2. Navigate to Azure Active Directory

  3. Navigate to Enterprise applications

  4. Search and open Anywhere 365 WebAgent

  5. Switch to the Permissions Tab

  6. Select Grant admin consent for [Organization]

  7. Login using the Office365 button and approve:

  8. The users will no longer be prompted to consent.

 

These are the permissions asked for to the Administrator, when they consent on behalf of the organization:

Note: Admin consent will consent all permissions that can be used in the App.
This can be for both Teams and Skype for Business Online users combined, for that reason Skype for Business Online permissions are also granted.

Description: Allows the app to read user contacts.

Why is this required? To populate the contacts list and lets you search for contacts.

Permission name: Microsoft Graph / Contacs.Read

Description: Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. It also allows the app to read basic company information of signed-in users.

Why is this required? To allow the WebAgent to sign you in and to show basic information like displayname and photo.

Permission name: Microsoft Graph / User.Read

Description: Allows users to sign in to the app, and allows the app to read the profile of signed-in users. It also allow the app to read basic company information of signed-in users.

Why is this required? To allow the WebAgent to sign you in and to show basic information like displayname and photo.

Permission name: Windows Azure Active Directory / User.Read

Description: Allows the app to read a basic set of profile properties of all users in your company or school on behalf of the signed-in user. Includes display name, first and last name, photo, and email address. Additionally, this allows the app to read basic info about the signed-in user's reports and manager.

Why is this required? To allow the WebAgent to load additonal information about users. For example IM address, business phone and mobile.

Permission name: Windows Azure Active Directory / User.ReadBasic.All

Description: Allows the app to initiate instant messages, audio, video, and desktop sharing conversations; and join meetings on-behalf of the signed-in user

Why is this required? To allow Skype for Business Online users to initiate a conversation from the WebAgent.

Permission name: Skype for Business Online / Conversations.Initiate

Description: Allows the app to read and update presence, photo, location, note, call forwarding settings of the signed-in user

Why is this required? To allow Skype for Business Online users to update their presence in the WebAgent.

Permission name: Skype for Business Online / User.ReadWrite

Description: Allows the app to receive instant messages, audio, video, and desktop sharing invitations on-behalf of the signed-in user

Why is this required? To allow Skype for Business Online users to receive a conversation from the WebAgent.

Permission name: Skype for Business Online / Conversations.Receive

Description: Allows the app to read and write Skype user contacts and groups

Why is this required? To allow the WebAgent to show and edit the Skype for Business Online users contact.

Permission name: Skype for Business Online / Contacts.ReadWrite