Genesys CX Insights User Management

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This topic is part of the manual Reporting Administrator's Guide for version Current of Reporting.

Manage Reporting GCXI (historical reporting) user accounts.

Related pages:

Genesys CX Insights credentials are managed separately from credentials for other Genesys Engage cloud components. This page describes the steps you can take to create an account for a new user, change your password, or change another user's password.


Managing your own account

This section provides information about managing your own account.

Video: Changing your own password


This video describes how to change your own password, if your permissions allow it.

Changing your own password

Use the following steps to change your password. Not all users are permitted to change their password; contact your administrator to find out if the functionality described on this page is available for your use.

Important
If you have forgotten your password, or otherwise cannot log in, contact your administrator / next level of support.


1

  1. On the Genesys Engage cloud Portal, click All Apps > Reporting GCXI.
  2. At the Genesys CX Insights login screen, enter your user name and current password.
  3. On the Genesys CX Insights menu, click your user name, and click Preferences.
  4. Click Change Password.
  5. In the Old Password field, type your current password.
  6. In the New Password field, type your new password, and retype it in the New Password Verification field.
    Passwords must be at least 8 characters, have at least one uppercase character, one lowercase character, and one number.
  7. Click Change Password.

Predefined user groups and privileges

The group structure in release 9.0.011 and later is unlike earlier releases of the software.

If you require permissions different from those assigned to the predefined groups, Genesys recommends that you avoid modifying privileges for the predefined user groups, because these user groups are overwritten during upgrades. Instead, create custom groups by duplicating the user group you wish to modify, and edit the duplicate group.

The User Groups table lists and describes the predefined GCXI user groups.

Groups Summary Project Access Level*
User groups
Custom Customer-defined user groups. User-defined
CX Insights Developers Members of this groups can create, edit, or view objects in the Genesys CX Insights project. Genesys CX Insights
CX Insights Dynamic Access Restrictions Security Filter you can use to restrict access to data based on user name, geographical location, line of business, or organizational role. Genesys CX Insights
CX Insights Editors Members of this groups can edit or view objects in the Genesys CX Insights project. Genesys CX Insights
CX Insights Static Access Restrictions Security Filter you can use you prevent members of specified user groups from viewing data for a list of objects you specify. Genesys CX Insights
CX Insights User Administrators Members of this group can manage users in the Genesys CX Insights project. Genesys CX Insights
CX Insights Viewers Members of this groups can view objects in the Genesys CX Insights project. Genesys CX Insights
Everyone The Everyone group provides a way for you to easily apply privileges, security role memberships, or permissions to all users. All users are automatically members of this group. none
General Developers Members of this group can create, edit, and view objects in any project. all
General Editors Members of this group can edit and view objects in any project. all
General User Administrators Members of this group can manage users in any project. all
General Viewers Members of this group can view objects in any project. all
iWD Developers Members of this group can create, edit, and view objects in the CX Insights for iWD project. iWD
iWD Editors Members of this group can edit and view objects in the CX Insights for iWD project. iWD
iWD User Administrators Members of this group can manage users in the CX Insights for iWD project. iWD
iWD Viewers Members of this group can view objects in the CX Insights for iWD project. iWD
MicroStrategy Groups Built-in groups that are included in all MicroStrategy deployments. none
System Administration Members of this group have unrestricted management capabilities. all
  • Some groups provide access only to a specific project:
    • 'CX Insights' — membership in groups with this prefix allows users to work within the Genesys CX Insights project only.
    • 'General' — membership in groups with this prefix allows users to work in any project.
    • 'iWD' — membership in groups with this prefix allows users to work within the iWD project only.

Single sign-on

When enabled, Single-sign on (SSO) allows logged-in users to navigate across multiple applications without re-entering their credentials.

The Configuration Server Access Groups table shows how Genesys CX Insights user groups map to Configuration Server Access Groups:

Parent folder Config Server Access Group Mapping to MicroStrategy Users Groups
Configuration Server Access Groups
environment/Access Groups/$customer/ $customer Administrators CX Insights Developers, CX Insights Users Administrators
environment/Access Groups/$customer/ $customer Managers CX Insights Editors
environment/Access Groups/$customer/ $customer Supervisors CX Insights Viewers
environment/Access Groups/$customer/GCXI CX Insights Users Administrators CX Insights Users Administrator
environment/Access Groups/$customer/GCXI CX Insights Developers CX Insights Developers
environment/Access Groups/$customer/GCXI CX Insights Editors CX Insights Editors
environment/Access Groups/$customer/GCXI CX Insights Viewers CX Insights Viewers

To learn more about Configuration Server Access Groups, talk to your Genesys representative.


Permissions needed to manage other users

To manage the accounts of other users, you must be a member of one of the Administrator user groups described in the following tables, which describe the types of accounts each of the Administrator types can manage, and the actions they can carry out on each.

User management capabilities
Managing Group Administrator General Users Administrators CX lnsights Users Administrators iWD Users Administrators
Managed Group
Custom Full Control Full Control Full Control Full Control
MicroStrategy Groups Full Control No Access No Access No Access
System Administrators Full Control No Access No Access No Access
Everyone Full Control View / Modify / Modify children View / Modify / Modify children View / Modify / Modify children
General Developers Full Control View / Modify / Modify children No Access No Access
General Editors Full Control View / Modify / Modify children No Access No Access
General Viewers Full Control View / Modify / Modify children No Access No Access
General Users Administrators Full Control View / Modify / Modify children No Access No Access
CX Insights Static Access Restriction Full Control View / Modify / Modify children View / Modify children No Access
CX Insights Dynamic Access Restriction Full Control View / Modify / Modify children View / Modify children No Access
CX Insights Developers Full Control View / Modify / Modify children View / Modify / Modify children No Access
CX Insights Editors Full Control View / Modify / Modify children View / Modify / Modify children No Access
CX Insights Viewers Full Control View / Modify / Modify children View / Modify / Modify children No Access
CX Insights Users Administrators Full Control View / Modify / Modify children View / Modify / Modify children No Access
iWD Developers Full Control View / Modify / Modify children No Access View / Modify / Modify children
iWD Editors Full Control View / Modify / Modify children No Access View / Modify / Modify children
iWD Viewers Full Control View / Modify / Modify children No Access View / Modify / Modify children
iWD Users Administrators Full Control View / Modify / Modify children No Access View / Modify / Modify children

Video: Managing users

This video describes how to manage users, including how to:

  • create users
  • delete users
  • change users' passwords
  • change users' permissions


Changing another user's password

1

Use the following steps to change a password for another user (for example when they have forgotten their password) or to otherwise manage an existing user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

  1. In your web browser, open the MicroStrategy Web Administrator page:
    http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin
  2. On the page that appears, select your server.
  3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
  4. Click User Manager.
  5. Click a group of which the user is a member. A list appears, showing all the users in that group.
  6. Right-click the user's name, and in the menu, click Edit.
  7. In the Password field, enter the new password, and enter it again in the Confirm Password field.
  8. Select User must change password at next login, and make any other changes if required.
  9. Click OK.


Creating a new user

1

Use the following steps to create a new user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

  1. In your web browser, open the MicroStrategy Web Administrator page:
    http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin
  2. On the page that appears, select your server.
  3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
  4. Click User Manager.
  5. On the menu, click Create New User.
  6. Specify user information as appropriate, on each tab in the editor. If you need more information about any field, see the MicroStrategy Web Administrator Help. Be sure to:
    • Include a Login Name, Full Name, Password, Confirm Password and other selections in accordance with your password policies (on the General tab).
    • Assign at least one Group (on the Groups tab). By default, all users are also members of the group Everyone.
  7. Click OK.
  8. To verify that the user was created, open one of the groups to which you added the user (or open the group Everyone).


Deleting a user

1

Use the following steps to delete a user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

  1. In your web browser, open the MicroStrategy Web Administrator page:
    http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin
  2. On the page that appears, select your server.
  3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
  4. Click User Manager.
  5. Open a group of which the user is a member, for example Everyone.
  6. Hover over the user you plan to delete, and click Delete.
  7. Click OK.

Subtractive access rights

In Genesys CX Insights / MicroStrategy, access rights are controlled using a subtractive model. User access rights are restricted based on group membership. If a user is a member of more than one group, then the access restrictions of the most restrictive group are enforced. For example, a user who is a member of the groups Tenant Developers and Tenant Editors has the privileges of Tenant Editors only. For this reason, Genesys recommends that you make each user a member of exactly oneAdmin Group and / or oneReporting Group.

If you are accustomed to historical reporting in Genesys Interactive Insights (GI2) / Business Objects, note that Genesys CX Insights uses an entirely different approach to limiting access, and while the term access restrictions in Genesys CX Insights refers to access rights granted to user groups, the same term in GI2 refers to restrictions placed on objects, rows, query types, and connections in the GI2 universe.