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

WikiSysop at 11:15, December 8, 2022

2022-12-08T11:15:45Z

Mary.hachey@genesys.com: Published

2021-12-13T16:08:51Z

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2021-01-21T13:31:30Z

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Mary.hachey@genesys.com: Published

2020-11-20T17:09:49Z

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2020-10-07T19:29:10Z

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2020-09-28T22:47:59Z

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

2020-07-25T02:39:24Z

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

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

2020-07-15T11:50:22Z

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2020-06-08T15:23:34Z

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{{ArticleUnstructured
|Platform=PureEngage
|DisplayName=Role Privileges
|TocName=Role Privileges
|Tags=
|Dimension=
|Application=Workforce Management
|Role=Supervisor
|Context=This topic provides links to more information about role privileges.
}}

The Role Privileges pane in the Roles module displays an extensive list of modules and objects, to which you can control access. The same list of privileges appears when you select a user in the Users: Role Privileges pane in the Users module.

{{NoteFormat|New users are automatically granted access to all modules, objects, and sites as described in the Role Privileges overview and sub topics.}}

See Also:
*{{Link-SomewhereInThisManual|topic=GnrlRP|anchor=top|display text=General Role Privileges}}
*{{Link-SomewhereInThisManual|topic=CfgtnRlP|anchor=top|display text=Configuration Role Privileges}}
*{{Link-SomewhereInThisManual|topic=PlcsRlP|anchor=top|display text=Policies Role Privileges}}
*{{Link-SomewhereInThisManual|topic=ClndrRlP|anchor=top|display text=Calendar Role Privileges}}
*{{Link-SomewhereInThisManual|topic=FrcstRlP|anchor=top|display text=Forecast Role Privileges}}
*{{Link-SomewhereInThisManual|topic=SchdlRlP|anchor=top|display text=Schedule Role Privileges}}
*{{Link-SomewhereInThisManual|topic=TrdgRlP|anchor=top|display text=Trading Role Privileges}}
*{{Link-SomewhereInThisManual|topic=PrfmcRlP|anchor=top|display text=Performance Role Privileges}}
*{{Link-SomewhereInThisManual|topic=AdhrncRlP|anchor=top|display text=Adherence Role Privileges}}
*{{Link-SomewhereInThisManual|topic=RptsRlP|anchor=top|display text=Reports Role Privileges}}
*{{Link-SomewhereInThisManual|topic=NtfctnRlP|anchor=top|display text=Notification Role Privileges}}

@@ Line 49: / Line 49: @@
 **'''Edit'''&mdash;Controls whether this user can edit items in all views and panes within this module.
 **'''Add/Delete'''&mdash;Controls whether this user can add and delete items in all views and panes within the '''Organization''' view.
-**'''Access Backend Configuration'''&mdash;Controls configuration access to certain panes in this module. If this right is not assigned to the user these panes are not visible:
+**'''Access Backend Configuration'''&mdash;Controls configuration access to certain panes in this module. If this right is not assigned to the user these panes and fields are not visible:
 ***The '''Configuration''' pane in '''Organization &gt; Business Units''' and '''Organization &gt; Sites''' views.
 ***The '''Statistics''' pane in '''Activities''' and '''Multi-Site Activities''' views.
 **'''Skills'''&mdash;Controls user access to skills configuration in the '''Organization &gt; Business Units''' views.
 **'''Time Zones'''&mdash;Controls user access to time zones configuration in the '''Organization''' view.

@@ Line 217: / Line 217: @@
 *'''Read'''&mdash;Controls the user's read access to all views and panes within the '''Reports''' module. If unchecked, all other privileges under '''Reports''' are also unchecked.
 *'''Reports Scheduler'''
-**'''Allow Use of Reports Scheduler'''&mdash;Control user access to
+**'''Allow Use of Reports Scheduler'''&mdash;Control user access to the Reports Scheduler, enabling them to schedule reports generation.
-**'''View All Scheduled Reports'''&mdash;Control user access to
+**'''View All Scheduled Reports'''&mdash;Control user access to view all scheduled reports.
 Selecting the check box next to a report enables the selected user to create that report.

@@ Line 33: / Line 33: @@
 |structuredtext=Some privileges under '''Configuration''' are Supervisor views in the '''Configuration''' module (Read, Edit, Add/Delete, Access Backend Configuration, and Skills settings are not). Select the check box next to each privilege to give the selected user access to configure items related to that privilege.
-{{AnchorDiv|AccssBkEnd}}
+{{AnchorDiv|AccssBkEnd}} {{AnchorDiv|AgntPrv}}
 The role privileges under '''Configuration''' provide the following user access:
 *'''Roles/Users'''
 *'''Organization'''
 **'''Read'''&mdash;Controls user access to view all panes within the '''Organization''' views. If unchecked, all other privileges under '''Organization''' are also unchecked.

@@ Line 31: / Line 31: @@
 |anchor=CfgtnRlP
 |alignment=Vertical
-|structuredtext=The role privileges under '''Configuration''' provide the following user access:
+|structuredtext=Some privileges under '''Configuration''' are Supervisor views in the '''Configuration''' module (Read, Edit, Add/Delete, Access Backend Configuration, and Skills settings are not). Select the check box next to each privilege to give the selected user access to configure items related to that privilege.
 {{AnchorDiv|AccssBkEnd}}
-Many privileges under '''Configuration''' are Web for Supervisors views in the '''Configuration''' module (Read, Add/Edit, Access Backend Configuration, and Skills settings are not). Select the check box next to each item to give the selected user access to configure:
+The role privileges under '''Configuration''' provide the following user access:
 *'''Roles/Users'''
 *'''Organization'''
-**'''Read'''&mdash;Controls user access to view all panes within the '''Organization''' module. If unchecked, all other privileges under Organization are also unchecked.
+**'''Read'''&mdash;Controls user access to view all panes within the '''Organization''' views. If unchecked, all other privileges under '''Organization''' are also unchecked.
-**'''Add/Delete'''&mdash;Controls whether this user can add/delete items in all views and panes within the '''Organization''' module.
+**'''Edit'''&mdash;Controls whether this user can edit items in all views and panes within this module.
-**'''Edit'''&mdash;Controls whether this user can edit items in all views and panes within the '''Organization''' module.
+**'''Add/Delete'''&mdash;Controls whether this user can add and delete items in all views and panes within the '''Organization''' view.
-**'''Access Backend Configuration'''&mdash;Controls configuration access to certain panes in the '''Configuration''' module. If this right is not assigned to the user these panes are not visible:
+**'''Access Backend Configuration'''&mdash;Controls configuration access to certain panes in this module. If this right is not assigned to the user these panes are not visible:
-***The '''Configuration''' pane in '''Organization''' &gt; '''Business Units''' and '''Organization''' &gt; '''Sites''' views.
+***The '''Configuration''' pane in '''Organization &gt; Business Units''' and '''Organization &gt; Sites''' views.
 ***The '''Statistics''' pane in '''Activities''' and '''Multi-Site Activities''' views.
-**'''Skills'''&mdash;Controls user access to skills configuration in the '''Organization''' &gt; '''Business Units''' view.
+**'''Skills'''&mdash;Controls user access to skills configuration in the '''Organization &gt; Business Units''' views.
 **'''Time Zones'''&mdash;Controls user access to time zones configuration in the '''Organization''' view.
-*'''Schedule State Groups'''&mdash;Controls whether this user has access to the '''Schedule State Groups''' view in the '''Configuration''' module of WFM Web for Supervisors. Users with this permission can modify the configuration of these groups.
+*'''Schedule State Groups'''&mdash;Controls whether this user has access to the '''Schedule State Groups''' view in this module. Users with this permission can modify the configuration of these groups.
-*'''Notifications'''&mdash;Controls whether this user has access to the '''Notifications''' view in the '''Configuration''' module of WFM Web for Supervisors. Users with this permission can modify the configuration of email notifications.
+**'''Read'''&mdash;Controls user access to view all panes within the '''Schedule State Groups''' views. If unchecked, all other privileges under '''Schedule State Groups''' are also unchecked.
 *'''Colors in Schedule'''&mdash;Controls user access to custom colors configuration for elements in the schedule.
 *'''Shared Transport'''&mdash;Controls user access to shared transport functionality (enabled by default). Clear this check box to disable.
 *'''Time-off Bidding Periods'''&mdash;Controls user access to the '''Time-Off Bidding Periods''' view.
 *'''Activities'''&mdash;Controls access to the '''Activities''' and '''Multi-Site Activities''' views.
 |Status=No
 }}{{Section
@@ Line 56: / Line 63: @@
 |anchor=PlcsRlP
 |alignment=Vertical
-|structuredtext=The role privileges under '''Policies''' provide the following user access:
+|structuredtext=Most of the items under '''Policies''' are all WFM Supervisor views in the '''Policies''' module ('''Read''' and '''Add/Edit/Delete''' are not). Select the check box next to each privilege to give selected users access to configure items related to that privilege.
-The items under '''Policies''' are all WFM Web views in the '''Policies''' module. Select the check box next to each item to give selected users access to configure:
+The role privileges under '''Policies''' provide the following user access:
-*{{Link-SomewhereInThisManual|topic=AgtTmOffs|anchor=top|display text=Time-Off Rules}}
+*'''Read'''&mdash;Controls user access to view all panes within the '''Policies''' module. If unchecked, all other privileges under '''Policies''' are also unchecked.
-*{{Link-SomewhereInThisManual|topic=Cntrcts|anchor=top|display text=Contracts}}
+*'''Add/Edit/Delete'''&mdash;Controls whether this user can add, edit, and delete items in all views and panes within the '''Policies''' module.
-*{{Link-SomewhereInThisManual|topic=Shfts|anchor=top|display text=Shifts}}
+**{{Link-SomewhereInThisManual|topic=AgtTmOffs|anchor=top|display text=Time-Off Rules}}
-*{{Link-SomewhereInThisManual|topic=ExcpTyps|anchor=top|display text=Exception Types}}
+**{{Link-SomewhereInThisManual|topic=Cntrcts|anchor=top|display text=Contracts}}
-*{{Link-SomewhereInThisManual|topic=Mtgs|anchor=top|display text=Meetings}}
+**{{Link-SomewhereInThisManual|topic=Shfts|anchor=top|display text=Shifts}}
-*{{Link-SomewhereInThisManual|topic=RtgPtrns|anchor=top|display text=Rotating Patterns}}
+**{{Link-SomewhereInThisManual|topic=ExcpTyps|anchor=top|display text=Exception Types}}
-*{{Link-SomewhereInThisManual|topic=MrkdTm|anchor=top|display text=Marked Times}}
+**{{Link-SomewhereInThisManual|topic=Mtgs|anchor=top|display text=Meetings}}
-*{{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=top|display text=Time-Off Types}}
+***'''Read'''&mdash;Controls user access to view all panes within the '''Meetings''' views. If unchecked, all other privileges under '''Meetings''' are also unchecked.
 To have this user receive email notifications when there are time-off requests that require manual review, select '''Get Notified About Time-Off Request Status Changes''', which appears under {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=NtfctnRlP|display text=Notifications}}.
@@ Line 137: / Line 148: @@
 *'''Access Overtime Requirements'''&mdash;Controls user access to all scheduled overtime requirements that are marked as '''Shared'''.
 *'''Overtime Bidding'''&mdash;Controls user access to the '''Overtime Bidding''' view and the ability to create, modify, and initiate processing of overtime bidding offers.
 {{AnchorDiv|SpcNtRdMst}}
@@ Line 155: / Line 168: @@
 |anchor=TrdgRlP
 |alignment=Vertical
-|structuredtext=To have this user receive email notifications when there are agent trade requests that require manual review, select '''Get Notified About Schedule Trading Status Changes''', which appears under {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=NtfctnRlP|display text=Notifications}}.
+|structuredtext=The role privilege under '''Trade''' provides the following user access:
 For more information, see {{Link-SomewhereInThisManual|topic=TradingMdl|anchor=top|display text=Trading}}.

@@ Line 123: / Line 123: @@
 |anchor=SchdlRlP
 |alignment=Vertical
-|structuredtext=Select the check box next to each item to give permission to perform that action:
+|structuredtext={{AnchorDiv|OTPrvlg}}
 *'''Read Master'''&mdash;Controls user access to view and extract data from the Master Schedule, but not publish to the Master Schedule (see {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=SpcNtRdMst|display text=About Read Master}}). If unchecked, all other privileges under Schedule are also unchecked.

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |DisplayName=Role Privileges
 |TocName=Role Privileges

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

WikiSysop at 11:15, December 8, 2022

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

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"