Mhachey: Published

2020-08-20T17:02:19Z

Published

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

2020-07-25T02:36:44Z

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

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

2020-07-15T11:48:46Z

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

Bgrenon: Published

2020-06-08T15:29:45Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Users
|Application=Workforce Management
|Role=Supervisor
|TocName=Users
|Platform=PureEngage
|ComingSoon=No
|Context=Configure user properties, security roles, privileges, and access rights. ''Users'' are supervisors and other persons who are not agents.
|Section={{Section
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=Users are divided into two groups:

#Users who have been imported into WFM ({{Link-SomewhereInThisManual|topic=CfgUsrs|anchor=UsrsPn|display text=WFM users}}).
#Users who are configured in Genesys but not selected as WFM users ({{Link-SomewhereInThisManual|topic=CfgUsrs|anchor=ImpGnsysUsrs|display text=Genesys Users}}).

In the '''Users''' module, you can:

*View a list of existing WFM {{Link-SomewhereInThisManual|topic=CfgUsrs|anchor=UsrsPn|display text=users}}.
*View user {{Link-SomewhereInThisManual|topic=UsrPropts|anchor=top|display text=properties}}.
*Configure a specific {{Link-SomewhereInThisManual|topic=UsrPropts|anchor=SlctTmZn|display text=time zone}}, {{Link-SomewhereInThisManual|topic=UsrPropts|anchor=SlctBldr|display text=WFM Builder}} instance, and {{Link-SomewhereInThisManual|topic=UsrPropts|anchor=SlctScrtyRl|display text=security role}} for a user.
*View and edit security {{Link-SomewhereInThisManual|topic=UsrRolPrvlgs|anchor=top|display text=role privileges}}.
*Grant or remove a user's {{Link-SomewhereInThisManual|topic=UsrAccRghts|anchor=top|display text=access rights}} to business units, sites, and teams.
*Grant or remove a user's access rights to {{Link-SomewhereInThisManual|topic=UsrRolPrvlgs|anchor=GrtgARNtf|display text=notifications}}.

{{NoteFormat|If the user's role privileges are changed in this module and they no longer match the privileges set in the {{Link-SomewhereInThisManual|topic=CfgRols|anchor=top|display text=Roles}} module, the following dialog appears:

[[File: WM_851_confirm_dialog_user_security.png]]<br>
'''Figure:''' Confirmation Dialog

Click '''Yes''' to unassign the current security role or click '''No''' to cancel the action and retain the user's current security role.|2}}
|Status=No
}}{{Section
|sectionHeading=Users pane
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=This pane contains a list of users that have been imported into Workforce Management. It has the following columns: '''Username''', '''First Name''', '''Last Name''', and '''E-mail'''. You can add users to this list (see {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgUsrs|anchor=ImpGnsysUsrs}}), or delete them.

In this pane, you can:

*Import Genesys users into WFM by clicking '''Import Genesys User''' [[File: WM_851_Import_user.png|link=]] .
*Delete users by selecting them in the list and clicking '''Delete''' [[File: WM_851_icon-delete.png|link=]] .
*Search users by entering their usernames in the '''Search''' field.
*Sort the list by clicking the '''Username''', '''First Name''', or '''Last Name''' column headers.
|anchor=UsrsPn
|Status=No
}}{{Section
|sectionHeading=Importing Genesys users
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=When you import Genesys users, a pane opens that includes a drop-down list of the existing security roles. By default, the user you select is assigned the first role in this list. If no security roles exist, the list displays <tt><none></tt>. All imported users are assigned to the role selected from the list.

After import is finished, the '''Users''' pane displays the new users in its list. You can then select a user and change or configure their settings in the '''Properties''', '''Role Privileges''', or '''Access Rights''' pane.
|anchor=ImpGnsysUsrs
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Role=Supervisor
 |TocName=Users
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |ComingSoon=No
 |Context=Configure user properties, security roles, privileges, and access rights. ''Users'' are supervisors and other persons who are not agents.

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

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"