GPTfy provides comprehensive access for admin users, while standard users have limited access capabilities. Admin users can fully utilize all features of GPTfy, including accessing all tiles from the cockpit to perform any necessary actions.
- Assign ‘GPTfy User’ permission to the Standard user
Standard users, after logging into the organization, will not have direct access to the GPTfy application. However, they can run prompts from the record details page via the console.
The generated response and the Security Audit Record number will be visible on the console, but standard users will not be able to navigate directly to the Security Audit Record.
The Security Audit Record number will appear as plain text rather than a hyperlink.
Prompt Availability for Standard users
The prompt contains the section Prompt Availability, and the field is ‘Profile’. This allows the prompt to run for specific users, as mentioned in the Profile multi-select picklist.
It will remain hidden from users with other profiles. All users can see and run the prompt if the picklist is empty.
In the above screenshot shows the prompt is available only for Standard users.
Adding GPTfy User
The administrator must add the user to the user list in the Manage License if the user wishes to execute the prompts.
- Go to Installed Packages -> Manage Licenses
- Click on the ‘Add Users’ button
By adding the user here, the Admin can give access to the standard user to execute the Prompts
Invoking GPTfy via Email Plugins
Gmail Plugin: Standard users can invoke prompts using the Gmail plugin. The full response will be displayed on the console.
However, similar to other access methods, users cannot navigate to the Security Audit Record page, as the Security Audit Record number will be presented as plain text rather than a hyperlink.
Outlook Plugin: Standard users can also run prompts using the Outlook plugin.
The response will be displayed on the console, but users will not be able to access the Security Audit Record page directly, as the Security Audit Record number will be shown as plain text, not as a hyperlink.
Using the GPTfy Voice Feature for Standard Users
As a standard user, you can use GPTfy’s Voice feature to record audio and create transcripts for future reference. This feature is designed to easily capture and convert spoken content into text, which you can use for various purposes.
Accessing the Voice Feature
The Voice console is conveniently located on any record page on the platform. (If it is not, ask an admin to add the component to the page layout.) Simply navigate to a record page, and you’ll find the option to record audio.
How to Use GPTfy Voice:
- Start Recording: Press the ‘Voice’ button to begin recording. You can record a voice note that will be automatically transcribed into text.
- Use the Transcript: Once the voice recording is completed and uploaded, the transcript will be generated. An MP3 audio file would be created and attached to the record where the voice was recorded.
Once the transcript is generated, it will appear in the Transcript field on the content version page layout. This field displays the full transcript of the audio that was recorded.
After that, the user gets a notification on the desktop or mobile device. The notification ensures you are promptly informed when a new transcript is created.
