Difference between revisions of "UDM/Current/Admin/AccessManagement"
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|structuredtext=There are two roles available in UDM: '''UDM UCSX Exporter''' and '''iWD Administrator'''. Both these roles have access to export data. If users do not have any of these two roles, the '''Jobs''', '''History''', and '''Artifacts''' tabs are disabled and hidden. | |structuredtext=There are two roles available in UDM: '''UDM UCSX Exporter''' and '''iWD Administrator'''. Both these roles have access to export data. If users do not have any of these two roles, the '''Jobs''', '''History''', and '''Artifacts''' tabs are disabled and hidden. | ||
| − | ====Working with | + | ====Working with UCS UCSX Exporter role==== |
Agents with the '''UDM UCSX Exporter''' role can create jobs to export UCSX data: Interactions or Contacts. For these agents, the '''History''' page and the '''Artifacts''' page will display only ''Interaction'' or ''Contact'' items that have ''UCSX'' as the source. They can export all interactions or a specific '''Entity Type'''. | Agents with the '''UDM UCSX Exporter''' role can create jobs to export UCSX data: Interactions or Contacts. For these agents, the '''History''' page and the '''Artifacts''' page will display only ''Interaction'' or ''Contact'' items that have ''UCSX'' as the source. They can export all interactions or a specific '''Entity Type'''. | ||
Latest revision as of 08:01, November 1, 2022
Contents
Learn about the roles required for exporting data using UDM.
Configure Role-Based Access Control
There are two roles available in UDM: UDM UCSX Exporter and iWD Administrator. Both these roles have access to export data. If users do not have any of these two roles, the Jobs, History, and Artifacts tabs are disabled and hidden.
Working with UCS UCSX Exporter role
Agents with the UDM UCSX Exporter role can create jobs to export UCSX data: Interactions or Contacts. For these agents, the History page and the Artifacts page will display only Interaction or Contact items that have UCSX as the source. They can export all interactions or a specific Entity Type.
Working with iWD Administrator role
Agents with the iWD Administrator role can create jobs to export iWD data: Events. For these agents, the History page and the Artifacts page will display only Events items that have iWD as the source.
Agents with both roles can create jobs to export USCX or iWD data.