Mhachey: Published

2020-10-13T18:20:17Z

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Mhachey: Published

2020-09-28T21:44:36Z

Published

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

2020-07-25T02:39:45Z

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

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

2020-07-15T11:49:28Z

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

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2020-06-08T15:23:46Z

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New page

{{ArticleUnstructured
|Platform=PureEngage
|DisplayName=Roles
|TocName=Roles
|Tags=
|Dimension=
|Application=Workforce Management
|Role=Supervisor
|Context=This topic describes how security roles control general permissions or privileges.
}}

Security ''Roles'' control general permissions (or privileges), as well as access permissions to various modules in WFM Web for Supervisors. Roles do not control access to business units, sites, or teams. To add or restrict access to these specific objects, see {{Link-SomewhereInThisManual|topic=UsrAccRghts|anchor=top|display text=Access Rights}}.

In the Roles view there are two lists:
*The {{Link-SomewhereInThisManual|topic=RolsAssgn|anchor=WFMUsrs|display text=WFM Users}} list contains these columns: User Name, User First Name, User Last Name, User E-mail, and Role.
*The {{Link-SomewhereInThisManual|topic=RolsAssgn|anchor=GnysUsrs|display text=Genesys Users}} list contains these columns: User Name, User First Name, User Last Name, and User E-mail.

In the Roles module, you can:
<ul>
<li>Import users</li>
<li>Define a default security role</li>
<li>Assign security roles to users. Users automatically take on the privileges or permissions configured for the security role to which they are assigned.

{{NoteFormat|Security roles enable you to set permissions for access to modules but not to business units, sites, or teams. To enable the rights to add or restrict access to these specific objects, you must check the {{Link-SomewhereInThisManual|topic=CfgtnRlP|anchor=AccssBkEnd|display text=Access Backend Configuration}} check box in the Role Privileges pane.|2}}</li>
</ul>

@@ Line 17: / Line 17: @@
 *Define a default security role
 *Assign security roles to users. Users automatically take on the privileges or permissions configured for the security role to which they are assigned.
-*;{{NoteFormat|Security roles enable you to set permissions for access to modules but not to business units, sites, or teams. To enable the rights to add or restrict access to these specific objects, you must check the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgtnRlP|anchor=AccssBkEnd|display text=Access Backend Configuration}} check box in the '''Role Privileges''' pane.|2}}
+*;{{NoteFormat|Security roles enable you to set permissions for access to modules but not to business units, sites, or teams. To enable the rights to add or restrict access to these specific objects, you must check the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=AccssBkEnd|display text=Access Backend Configuration}} check box in the '''Role Privileges''' pane.|2}}
 In the '''Roles''' view there are two lists:

@@ Line 1: / Line 1: @@
-{{ArticleUnstructured
+{{Article
-|Platform=GenesysEngage-cloud
+|Standalone=No
 |DisplayName=Roles
 |TocName=Roles
-|Tags=
+|Context=Create and assign user security roles to control general access privileges and permissions.
-|Dimension=
+|ComingSoon=No
 |Application=Workforce Management
-|Role=Supervisor
+|Section={{Section
-|Context=This topic describes how security roles control general permissions or privileges.
+|alignment=Vertical
-}}
+|structuredtext=Security ''Roles'' control general permissions (or privileges), as well as access permissions to various modules in WFM Web for Supervisors. Roles do not control access to business units, sites, or teams. To add or restrict access to these specific objects, see {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgUsrs|anchor=UsrAccRghts|display text=Access rights}}.
-−
-Security ''Roles'' control general permissions (or privileges), as well as access permissions to various modules in WFM Web for Supervisors. Roles do not control access to business units, sites, or teams. To add or restrict access to these specific objects, see {{Link-SomewhereInThisManual|topic=UsrAccRghts|anchor=top|display text=Access Rights}}.
+You can also create a new security role using copy and paste. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgRols|anchor=UsgCpyRls|display text=Using copy to create roles}}.
-In the Roles view there are two lists:
+{{AnchorDiv|UnsgnUsrs}}
-*The {{Link-SomewhereInThisManual|topic=RolsAssgn|anchor=WFMUsrs|display text=WFM Users}} list contains these columns: User Name, User First Name, User Last Name, User E-mail, and Role.
+===Removing role assignments===
-*The {{Link-SomewhereInThisManual|topic=RolsAssgn|anchor=GnysUsrs|display text=Genesys Users}} list contains these columns: User Name, User First Name, User Last Name, and User E-mail.
+To remove a user's security role assignment:
-In the Roles module, you can:
+#In the '''Assigned Users''' list, select the user to want to unassign from this role.
-<ul>
+#Click '''Unassign User''' [[File: WM_851_agent_activities_minus.png|link=]] .
-<li>Import users</li>
+#When the '''Confirmation''' dialog appears, select '''Yes''' to proceed or '''No''' to cancel the action.
-<li>Define a default security role</li>
+#Click '''Save Now''' [[File: WM_851_icon-save.png|link=]] .
-<li>Assign security roles to users. Users automatically take on the privileges or permissions configured for the security role to which they are assigned.
+|Status=No
-{{NoteFormat|Security roles enable you to set permissions for access to modules but not to business units, sites, or teams. To enable the rights to add or restrict access to these specific objects, you must check the {{Link-SomewhereInThisManual|topic=CfgtnRlP|anchor=AccssBkEnd|display text=Access Backend Configuration}} check box in the Role Privileges pane.|2}}</li>
+#In the '''Assigned Users''' list, select the user to want to remove from this list.
-</ul>
+#Click '''Delete User''' [[File: WM_851_icon-delete.png|link=]] .

PEC-WFM/Current/Supervisor/CfgRols - Revision history

Mhachey: Published

Mhachey: 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"