DES/Current/Designer/Partitions - Revision history

WikiSysop at 15:15, May 3, 2022

2022-05-03T15:15:50Z

Brian.marshall@genesys.com: Published

2021-06-22T19:39:13Z

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2021-06-10T12:02:00Z

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2021-04-21T15:36:35Z

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Ed.jamer@genesys.com: Ed.jamer@genesys.com moved page PEC-ROU/Current/Designer/Partitions to DES/Current/Designer/Partitions: Text replacement - "PEC-ROU/Current/Designer/" to "DES/Current/Designer/"

2021-04-21T13:58:58Z

Ed.jamer@genesys.com moved page PEC-ROU/Current/Designer/Partitions to DES/Current/Designer/Partitions: Text replacement - "PEC-ROU/Current/Designer/" to "DES/Current/Designer/"

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:33:18Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

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2020-07-15T11:46:18Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T15:21:15Z

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New page

{{Article
|Standalone=No
|DisplayName=Partitions
|TocName=Partitions
|Context=Setting up partitions enables you to control the resources that users have access to.
|ComingSoon=No
|Platform=PureEngage
|Role=Administrator
|Application=Designer
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=Use the settings on the '''Partitions''' page (under the {{Link-SomewhereInThisVersion|manual=Designer|topic=AdminBar}} tab) to manage partitions, resources, and users. To view this page, you must be assigned to the '''Designer Administrator''' role in Designer. For more information about roles in Designer, see {{Link-SomewhereInThisVersion|manual=Designer|topic=Security}}.

As a Designer Administrator, you can control the resources that users have access to through '''Partition-Based Access Control (PBAC)'''. With PBAC, you can create a partition and assign certain resources to it. In Designer, "resources" are the various objects used during interaction sessions, such as {{Link-SomewhereInThisVersion|manual=Designer|topic=ApplicationsBar}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=SharedModulesBar}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=DesBusinessHours}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=SpecialDays}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=EmergencyFlags}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=DataTables}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=SpeechGrammarsBar|display text=Speech Grammars}}, and {{Link-SomewhereInThisVersion|manual=Designer|topic=MediaResources|display text=Media}} and {{Link-SomewhereInThisVersion|manual=Designer|topic=DigitalResourcesBar}}.

For each partition, you can then select the users who will belong to it. Users will only be able to see and manage those resources that are assigned to the partitions they belong to.

{{NoteFormat|You can also use PBAC to {{Link-SomewhereInThisVersion|manual=Designer|topic=DataTables|anchor=Optional_Restrictions|display text=control which resources are displayed to users in drop-down lists}} when setting up columns with ''enumeration'' data types in Data Tables.|2}}

All user permissions defined by their assigned {{Link-SomewhereInThisVersion|manual=Designer|topic=Security|anchor=des_roles|display text=roles}} within Designer remain in effect, and each user's PBAC details are stored in their Workspace settings and retrieved during login.

Watch this video to learn how PBAC works:

{{#widget:Vimeo|id=276555313|width=500}}

Watch this video to see an example of how PBAC can be set up:

{{#widget:Vimeo|id=276554045|width=500}}

{{NoteFormat|By default, PBAC works by inclusion. If a user is not assigned any partitions, it is assumed that PBAC is not in effect for that user and they will have access to ALL resources, including those that have partitions assigned to them. Similarly, if a resource is not assigned any partitions, it is considered a public resource that is accessible to ALL users.}}

In general, partitioning can be set up as follows:

*Define a private partition. Assign it to all resources that you intend to control using PBAC. You can leave out any resources that should remain globally visible.
*'''Don’t assign this partition to any users.''' This private partition will ensure that resources under partitioning control will NOT be visible to a user who has at least one partition defined.
*For each department, set up a dedicated partition and assign it to users from that department. Then assign each partition to the resources those users need access to. ({{Link-SomewhereInThisManual|topic=Partitions|anchor=pbac_example|display text=Here's an example}}.)
*New resources inherit the partitions of the users who created them, and remain accessible only to users who belong to that partition.

{{AnchorDiv|pbac_example}}
===For example...===
You might create a partition for each of the following departments:

*Sales
*Finance
*Marketing

Then add users as members of their appropriate partitions:

*John to Finance
*David to Marketing
*Kristen to Sales and Finance
*Jason to Sales and Marketing

'''Remember:''' Users who are Designer Administrators do not need to be assigned to a partition as they already have full access.

You can then assign certain resources to each partition:

*Resource A to Finance
*Resource B to Marketing
*Resource C to Sales
*Resource D to "none" (remember that non-assigned resources are visible to ALL users)

This diagram illustrates the relationships between the users, resources, and partitions described in this example:

[[file:des_pbac_example.png|600px]]-
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Partitions tab
|anchor=managepartitions
|alignment=Vertical
|Media=
|image=
|structuredtext=Use this tab to add or manage partitions and select the users who can access them.

For example, to add a new partition called '''Sales''':

[[file:des_admin_partitions_add.gif]]

After the partition is added, you can use the '''edit users''' action to select the users who can access it:
{{NoteFormat|Users who are also Designer Administrators don't need to be assigned to partitions as they already have full access. Even if they are assigned to partitions, they will continue to see all resources as if they were not.|2}}

[[file:des_admin_partitions_addusers.gif]]
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Users tab
|anchor=manageusers
|alignment=Vertical
|Media=
|image=
|structuredtext=Use this tab to view the list of users and manage their assigned partitions.

For example, to assign '''user_sales''' to the '''Sales''' partition and remove them from '''Finance''':

[[file:des_admin_users_edit.gif]]
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Resources tab
|anchor=manageresources
|alignment=Vertical
|Media=
|image=
|structuredtext=Use this tab to view the list of resource types and their associated partitions.

For example, let's say the Business Hours resource '''regularhours''' is already associated with the '''Service''' and '''Sales''' partitions, but now we want to also associate it with '''Marketing''':

[[file:des_admin_resources_edit.gif]]

{{NoteFormat|There are certain Designer resources that cannot be assigned to a partition because they are used by the system or are common resources that are shared across multiple applications. These include templates, shared audio resources, and some system-based data tables (such as {{Link-SomewhereInThisManual|topic=CallbackV2|anchor=callback_settings|display text=CALLBACK_SETTINGS}} and NUMBER_VALIDATION_CONFIGURATIONS). All users have access to these resources.}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 16: / Line 16: @@
 As a Designer Administrator, you can control the resources that users have access to through '''Partition-Based Access Control (PBAC)'''. With PBAC, you can create a partition and assign certain resources to it. In Designer, "resources" are the various objects used during interaction sessions, such as {{Link-SomewhereInThisVersion|manual=Designer|topic=ApplicationsBar}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=SharedModulesBar}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=DesBusinessHours}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=SpecialDays}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=EmergencyFlags}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=DataTables}}, {{Link-SomewhereInThisVersion|manual=Designer|topic=SpeechGrammarsBar|display text=Speech Grammars}}, and {{Link-SomewhereInThisVersion|manual=Designer|topic=MediaResources|display text=Media}} and {{Link-SomewhereInThisVersion|manual=Designer|topic=DigitalResourcesBar}}.
-For each partition, you can then select the users who will belong to it. Users will only be able to see and manage those resources that are assigned to the partitions they belong to.
+For each partition, you can then select the users who will belong to it. Users will only be able to see and manage those resources that are assigned to the partitions they belong to. What a user can then do with an accessible resource (view, edit, and so on) is determined by their {{Link-SomewhereInThisVersion|manual=Designer|topic=Security|anchor=des_roles|display text=Designer role}}. Each user's PBAC details are stored in their Workspace settings and retrieved during login.
 {{NoteFormat|You can also use PBAC to {{Link-SomewhereInThisVersion|manual=Designer|topic=DataTables|anchor=Optional_Restrictions|display text=control which resources are displayed to users in drop-down lists}} when setting up columns with  ''enumeration'' data types in Data Tables.|2}}
-All user permissions defined by their assigned {{Link-SomewhereInThisVersion|manual=Designer|topic=Security|anchor=des_roles|display text=roles}} within Designer remain in effect, and each user's PBAC details are stored in their Workspace settings and retrieved during login.
+Watch this video to learn how PBAC works:
 <br />

@@ Line 9: / Line 9: @@
 |Application=Designer
 |Section={{Section
 |alignment=Vertical
 |structuredtext=Use the settings on the '''Partitions''' page (under the {{Link-SomewhereInThisVersion|manual=Designer|topic=AdminBar}} tab) to manage partitions, resources, and users. To view this page, you must be assigned to the '''Designer Administrator''' role in Designer. For more information about roles in Designer, see {{Link-SomewhereInThisVersion|manual=Designer|topic=Security}}.
@@ Line 22: / Line 24: @@
 Watch this video to learn how PBAC works:
-{{Video|id=276555313|width=500}}
+<br />
 Watch this video to see an example of how PBAC can be set up:
-{{Video|id=276554045|width=500}}
+<br />
 {{NoteFormat|By default, PBAC works by inclusion. If a user is not assigned any partitions, it is assumed that PBAC is not in effect for that user and they will have access to ALL resources, including those that have partitions assigned to them. Similarly, if a resource is not assigned any partitions, it is considered a public resource that is accessible to ALL users.}}

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Partitions
+|DisplayName=Partition-Based Access Control
-|TocName=Partitions
+|TocName=Partition-Based Access Control
-|Context=Setting up partitions enables you to control the resources that users have access to.
+|Context=PBAC enables Designer Administrators to control which resources users have access to.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Role=Administrator
 |Application=Designer
 |Section={{Section
 |alignment=Vertical
 |structuredtext=Use the settings on the '''Partitions''' page (under the {{Link-SomewhereInThisVersion|manual=Designer|topic=AdminBar}} tab) to manage partitions, resources, and users. To view this page, you must be assigned to the '''Designer Administrator''' role in Designer. For more information about roles in Designer, see {{Link-SomewhereInThisVersion|manual=Designer|topic=Security}}.
@@ Line 69: / Line 64: @@
 [[file:des_pbac_example.png|600px]]-
 |Status=No
 }}{{Section
@@ Line 76: / Line 69: @@
 |anchor=managepartitions
 |alignment=Vertical
 |structuredtext=Use this tab to add or manage partitions and select the users who can access them.
@@ Line 90: / Line 81: @@
 [[file:des_admin_partitions_addusers.gif]]
 |Status=No
 }}{{Section
@@ Line 97: / Line 86: @@
 |anchor=manageusers
 |alignment=Vertical
 |structuredtext=Use this tab to view the list of users and manage their assigned partitions.
@@ Line 105: / Line 92: @@
 [[file:des_admin_users_edit.gif]]
 |Status=No
 }}{{Section
@@ Line 112: / Line 97: @@
 |anchor=manageresources
 |alignment=Vertical
 |structuredtext=Use this tab to view the list of resource types and their associated partitions.
@@ Line 123: / Line 106: @@
 {{NoteFormat|There are certain Designer resources that cannot be assigned to a partition because they are used by the system or are common resources that are shared across multiple applications. These include templates, shared audio resources, and some system-based data tables (such as {{Link-SomewhereInThisManual|topic=CallbackV2|anchor=callback_settings|display text=CALLBACK_SETTINGS}} and NUMBER_VALIDATION_CONFIGURATIONS). All users have access to these resources.}}
 |Status=No
 }}
 }}

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DES/Current/Designer/Partitions - Revision history

WikiSysop at 15:15, May 3, 2022

Brian.marshall@genesys.com: Published

Ed.jamer@genesys.com: Text replacement - "{{#widget:Vimeo" to "{{Video"

Brian.marshall@genesys.com: Published

Ed.jamer@genesys.com: Ed.jamer@genesys.com moved page PEC-ROU/Current/Designer/Partitions to DES/Current/Designer/Partitions: Text replacement - "PEC-ROU/Current/Designer/" to "DES/Current/Designer/"

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"