PEC-REP/Current/RT/RTRUserAccess - Revision history

WikiSysop at 13:31, July 25, 2022

2022-07-25T13:31:08Z

WikiSysop at 14:30, July 4, 2022

2022-07-04T14:30:54Z

Monique.gionet@genesys.com: Published

2021-07-30T18:11:10Z

Published

Olena.chapovska@genesys.com: Published

2021-01-14T17:12:28Z

Published

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

2020-07-25T02:32:40Z

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

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

2020-07-15T11:46:11Z

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

Bgrenon: Published

2020-06-08T14:21:37Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Dashboards and Wallboards
|TocName=Dashboards and Wallboards
|Context=Use Genesys Pulse dashboards and wallboards to display real-time reports.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Pulse Reporting
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=Use Pulse dashboards and wallboards to display real-time reports within widgets, so that you can monitor your contact center to suit your needs.

Dashboards are for personal use, and provide drill-down reports and contain more detail than a wallboard.

Wallboards can broadcast information on a large screen for a team of people. You can use only KPI widgets on your wallboards.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Add a Dashboard or Wallboard
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0AddDashboard.png
|structuredtext=To open or create a new dashboard or wallboard, click '''Add a Dashboard'''.

Then you can choose between a dashboard and a wallboard.

The wizard guides you through the rest of the steps.

Once a dashboard or wallboard is created you can edit the title and set other options, such as Alert Notifications or the wallboard color theme. Select '''Customize''' from the dashboard menu to adjust settings.
[[File:Pulse9.0Customize.png|thumb]]
<br />
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Display Wallboard Data in Full-screen Mode
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0LanchFullscreen.png
|structuredtext=Select '''Launch''' from the wallboard More menu to display the data in full-screen mode.

You can choose several wallboards to cycle. You can use pinned to the bottom Text Widget (see the {{Link-SomewhereInThisManual|topic=RTRTemplates|anchor=top|display text=Widget Templates}} page for more info) as a news ticker. This Footer Text Source (pinned Text Widget) will remain unchanged while wallboards are cycling.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Manage Shared Dashboards and Wallboards
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0ManageDashboard.png
|structuredtext=To manage shared dashboards and wallboards select '''Manage'''.

From here you can perform actions on dashboards and wallboards, including assigning them to groups of users.

Genesys Pulse lists saved and shared items in a table and displays item details to the right.{{NoteFormat|See {{Link-SomewhereInThisManual|topic=RTRTemplates|anchor=top|display text=Widget Templates}} to learn how to simplify widget creation.|2}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Hide or Share a Dashboard or Wallboard with Other Users
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0SaveDashboard.png
|structuredtext=You can share your custom dashboard or wallboard with others (for example, with a user group such as Sales Team Leads). When you '''Publish''' or '''Save As''' from the more menu, you must select '''Save to Genesys Configuration Server''', and choose the directory to save and share the dashboard with others. Be sure to give it a name specific to the user's needs.

Use Dashboard Management to hide your dashboard from others. Select a dashboard, click '''Link to Configuration Manager''' on the right under '''Access Groups''', and set permission settings for people who will view your dashboards.

{{NoteFormat|To prevent others from using your dashboards, you must have the GAX permissions: <tt>Access Configmanager</tt>; <tt>Read Scripts</tt>; and <tt>Create/Full Control of Scripts</tt>.

To save dashboards or wallboards to Genesys Configuration Server, you need <tt>Full Control</tt> access to the target directory.|}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Allow Users to Customize Dashboards
|anchor=custom
|alignment=Horizontal
|Media=Image
|image=Pulse9.0AssignedPrivileges.png
|structuredtext=Your Genesys Pulse users might want to modify their dashboards or wallboardss. You can enable this by granting them the proper permissions.

In GAX, on the '''Configuration Manager''' page, under '''Accounts''', go to '''Roles''' and find the role assigned to the user.

Edit the privileges granted by the '''Role''' on the '''Assigned Privileges''' tab in the '''Pulse''' section to allow following actions:

*'''Pulse Manage Tabs'''—User can launch and close dashboards and expand widgets to tab.
*'''Pulse Edit Widget Display'''—User can modify widget display options.
*'''Pulse Manage Widgets'''—User can create, remove, or modify all widget options.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=What do I do next?
|anchor=WhatdoIdonext
|alignment=Vertical
|Media=
|image=
|structuredtext=You might want to learn more about:

*{{Link-SomewhereInThisManual|topic=RTRDashboardExample|anchor=top|display text=Dashboard and wallboard examples}}
*{{Link-SomewhereInThisManual|topic=RTRWidgets|anchor=top|display text=Add report widgets to your dashboard or wallboard}}
*{{Link-SomewhereInThisManual|topic=RTRReports|anchor=top|display text=Popular real-time reports}}
*{{Link-SomewhereInThisManual|topic=RTRWidgetExternal|anchor=top|display text=Displaying external content using an IFRAME widget}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 29: / Line 29: @@
 |image=Pulse9.0AddDashboard.png
 |AltText=From the Pulse window, click the plus sign to open or create a dashboard or wallboard.
-|structuredtext=To open or create a new dashboard or wallboard, click '''Add a Dashboard'''.
+|structuredtext=To open or create a new dashboard or wallboard, click '''Add a Dashboard''', and choose between a dashboard and a wallboard.
 The wizard guides you through the rest of the steps.
-Once a dashboard or wallboard is created you can edit the title and set other options, such as Alert Notifications or the wallboard color theme. Select '''Customize''' from the dashboard menu to adjust settings.
+Once you have created a dashboard or wallboard, you can edit the title and set other options, such as Alert Notifications or the wallboard color theme. Select '''Customize''' from the dashboard menu to adjust settings.
 [[File:Pulse9.0Customize.png|thumb|alt=From the Customize tab, you can customize things like the Wallboard name, description, theme color, as well as header and text colors.]]
 <br />

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Dashboards and Wallboards
+|DisplayName=Working with Dashboards and Wallboards
 |TocName=Dashboards and Wallboards
 |Context=Use Genesys Pulse dashboards and wallboards to display real-time reports.
@@ Line 15: / Line 15: @@
 Wallboards can broadcast information on a large screen for a team of people. You can use only KPI widgets on your wallboards.
 |Status=No
 }}{{Section

@@ Line 21: / Line 21: @@
 |Media=Image
 |image=Pulse9.0AddDashboard.png
 |structuredtext=To open or create a new dashboard or wallboard, click '''Add a Dashboard'''.
@@ Line 28: / Line 29: @@
 Once a dashboard or wallboard is created you can edit the title and set other options, such as Alert Notifications or the wallboard color theme. Select '''Customize''' from the dashboard menu to adjust settings.
-[[File:Pulse9.0Customize.png|thumb]]
+[[File:Pulse9.0Customize.png|thumb|alt=From the Customize tab, you can customize things like the Wallboard name, description, theme color, as well as header and text colors.]]
 <br />
 |Status=No
@@ Line 36: / Line 37: @@
 |Media=Image
 |image=Pulse9.0LanchFullscreen.png
 |structuredtext=Select '''Launch''' from the wallboard More menu to display the data in full-screen mode.
@@ Line 45: / Line 47: @@
 |Media=Image
 |image=Pulse9.0ManageDashboard.png
 |structuredtext=To manage shared dashboards and wallboards select '''Manage'''.
@@ Line 56: / Line 59: @@
 |Media=Image
 |image=Pulse9.0SaveDashboard.png
 |structuredtext=You can share your custom dashboard or wallboard with others (for example, with a user group such as Sales Team Leads). When you '''Publish''' or '''Save As''' from the more menu, you must select '''Save to Genesys Configuration Server''', and choose the directory to save and share the dashboard with others. Be sure to give it a name specific to the user's needs.
@@ Line 68: / Line 72: @@
 |Media=Image
 |image=Pulse9.0AssignedPrivileges.png
 |structuredtext=Your Genesys Pulse users might want to modify their dashboards or wallboardss. You can enable this by granting them the proper permissions.

@@ Line 8: / Line 8: @@
 |Role=Supervisor
 |Application=Pulse Reporting
 |Section={{Section
 |alignment=Vertical
 |structuredtext=Use Pulse dashboards and wallboards to display real-time reports within widgets, so that you can monitor your contact center to suit your needs.
@@ Line 20: / Line 15: @@
 Wallboards can broadcast information on a large screen for a team of people. You can use only KPI widgets on your wallboards.
 |Status=No
 }}{{Section
 |sectionHeading=Add a Dashboard or Wallboard
 |alignment=Horizontal
 |Media=Image
@@ Line 38: / Line 30: @@
 [[File:Pulse9.0Customize.png|thumb]]
 <br />
 |Status=No
 }}{{Section
 |sectionHeading=Display Wallboard Data in Full-screen Mode
 |alignment=Horizontal
 |Media=Image
@@ Line 50: / Line 39: @@
 You can choose several wallboards to cycle. You can use pinned to the bottom Text Widget (see the {{Link-SomewhereInThisManual|topic=RTRTemplates|anchor=top|display text=Widget Templates}} page for more info) as a news ticker. This Footer Text Source (pinned Text Widget) will remain unchanged while wallboards are cycling.
 |Status=No
 }}{{Section
 |sectionHeading=Manage Shared Dashboards and Wallboards
 |alignment=Horizontal
 |Media=Image
@@ Line 64: / Line 50: @@
 Genesys Pulse lists saved and shared items in a table and displays item details to the right.{{NoteFormat|See {{Link-SomewhereInThisManual|topic=RTRTemplates|anchor=top|display text=Widget Templates}} to learn how to simplify widget creation.|2}}
 |Status=No
 }}{{Section
 |sectionHeading=Hide or Share a Dashboard or Wallboard with Other Users
 |alignment=Horizontal
 |Media=Image
@@ Line 77: / Line 60: @@
 Use Dashboard Management to hide your dashboard from others. Select a dashboard, click '''Link to Configuration Manager''' on the right under '''Access Groups''', and set permission settings for people who will view your dashboards.
-{{NoteFormat|To prevent others from using your dashboards, you must have the GAX permissions: <tt>Access Configmanager</tt>; <tt>Read Scripts</tt>; and <tt>Create/Full Control of Scripts</tt>.
+{{NoteFormat|You might not be able to manage access to your dashboards for other users, check with your supervisor or system administrator. <br> To save dashboards or wallboards to Genesys Configuration Server, you need the Full Control access to the target directory.|2}}
 |Status=No
 }}{{Section
@@ Line 98: / Line 77: @@
 *'''Pulse Edit Widget Display'''—User can modify widget display options.
 *'''Pulse Manage Widgets'''—User can create, remove, or modify all widget options.
-|structuredtextwide=
+|Status=Yes
 }}{{Section
 |sectionHeading=What do I do next?
 |anchor=WhatdoIdonext
 |alignment=Vertical
 |structuredtext=You might want to learn more about:
@@ Line 113: / Line 88: @@
 *{{Link-SomewhereInThisManual|topic=RTRReports|anchor=top|display text=Popular real-time reports}}
 *{{Link-SomewhereInThisManual|topic=RTRWidgetExternal|anchor=top|display text=Displaying external content using an IFRAME widget}}
 |Status=No
 }}
 }}
 <!---->

@@ Line 5: / Line 5: @@
 |Context=Use Genesys Pulse dashboards and wallboards to display real-time reports.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Pulse Reporting

PEC-REP/Current/RT/RTRUserAccess - Revision history

WikiSysop at 13:31, July 25, 2022

WikiSysop at 14:30, July 4, 2022

Monique.gionet@genesys.com: Published

Olena.chapovska@genesys.com: Published

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"