Difference between revisions of "PE-GPR/9.0.0/Help/cfgUserMgmt"

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|Standalone=No
 
|Standalone=No
 
|DisplayName=Create and update users and roles
 
|DisplayName=Create and update users and roles
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|Platform=PureEngage
 
 
|TocName=Create and update users and roles
 
|TocName=Create and update users and roles
 +
|Context='''This window is available only to users with the ADMIN role.'''
 +
 +
The User Management window enables you to add new ADMIN and REVIEWER users to your account and to configure user settings.
 
|ComingSoon=No
 
|ComingSoon=No
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|Context=The User Management tab enables those with ADMIN privileges to create new users within an account and to configure user settings.
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|Platform=GenesysEngage-cloud
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|Role=Administrator
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Create a new user
 
|sectionHeading=Create a new user
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|Standalone=No
 
−
|ComingSoon=No
 
 
|alignment=Horizontal
 
|alignment=Horizontal
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|image=GPRcreateUser.png
 
 
|Media=Image
 
|Media=Image
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|structuredtext=To add a new user to an account:  
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|image=GPRAcreateUser.png
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|structuredtext=To add a new user to an account:
  
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#To open the configuration menu, click the '''Settings''' gear icon, located on the right side of the top menu bar: [[File:GPMsettingsGear.png|50px]].
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#Click the '''Settings''' gear icon, located on the right side of the top menu bar: [[File:GPMsettingsGear.png|50px]], to open the configuration menu.
 
#Click the '''Account''' > '''User Management''' tab on the left-hand navigation bar.
 
#Click the '''Account''' > '''User Management''' tab on the left-hand navigation bar.
 
#Click '''New User'''.
 
#Click '''New User'''.
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|fullwidth=Yes
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|structuredtextwide=Enter the user name and email, and select the appropriate {{Link-SomewhereInThisVersion|manual=Help|topic=PrMConfig|anchor=gprRoles|display text=role or roles}}.  
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|structuredtextwide=Enter the user name and email, and select the appropriate roles.  
 
  
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#To add a role, click in the '''Role''' text box and select the desired {{Link-SomewhereInThisVersion|manual=Help|topic=PrMConfig|anchor=gprRoles|display text=role or roles}}. If you have already assigned a role, click ''below'' the assigned role to add another. Clicking to the right of an assigned role does not enable the selectable list of roles.
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#By default, the '''Roles''' text box contains both the ADMIN and REVIEWER roles when you create a user.
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#*To remove a role, click the '''X''' next to the name of that role.
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#*If you decide to add a role back after removing it, click in the Roles text box to open the list of roles.
 +
#*If you already assigned a role to the user, click ''below'' the already-assigned role. Clicking to the right of an assigned role does not open the list of roles.
 
#Click '''Create''' to finish setting up the user.
 
#Click '''Create''' to finish setting up the user.
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#:'''WARNING!''' Do not add the SERVICE role to any user except the Data Loader user. Users with the SERVICE role cannot log into the GPR application, regardless of their other assigned roles.
 
  
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GPR sends an email enabling the newly-added person to {{Link-SomewhereInThisVersion|manual=Help|topic=cfgUserProfile|display text=set a password}}.
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GPR then sends a {{Link-SomewhereInThisVersion|manual=Help|topic=cfgUserProfile|display text=password reset}} email to the new user.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Update a user
 
|sectionHeading=Update a user
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|Standalone=No
 
−
|ComingSoon=No
 
 
|alignment=Horizontal
 
|alignment=Horizontal
 +
|Media=Image
 
|image=GPReditUser.png
 
|image=GPReditUser.png
−
|Media=Image
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|structuredtext=To update user information:  
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|structuredtext=To manage users for an account:  
 
  
 
#Click the '''Account''' > '''User Management''' tab on the left-hand navigation bar. A table containing data for all configured users appears.
 
#Click the '''Account''' > '''User Management''' tab on the left-hand navigation bar. A table containing data for all configured users appears.
Line 42: Line 42:
  
 
If you need to remove the user, click '''Delete user'''.
 
If you need to remove the user, click '''Delete user'''.
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|fullwidth=No
 
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|Status=No
 
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}}{{Section
 
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|sectionHeading=Create the Data Loader user
 
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|Standalone=No
 
−
|ComingSoon=No
 
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|alignment=Vertical
 
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|anchor=service
 
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|structuredtext=When you are initially setting up Predictive Routing, a user with ADMIN privileges must create a user with the special SERVICE role. This user and role are reserved for Data Loader, and should need no additional editing or maintenance after set up. Data Loader uses this user to connect with the GPR Core Platform.
 
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[[File:GPRcreateDLuser.png|left|thumb|Create the Data Loader user]]
 
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To create the Data Loader user, perform the following steps:
 
−
 
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#To open the configuration menu, click the '''Settings''' gear icon, located on the right side of the top menu bar: [[File:GPMsettingsGear.png|50px|link=https://all.docs.genesys.com/File:GPMsettingsGear.png]].
 
−
#Click the '''Account''' > '''User Management''' tab on the left-hand navigation bar.
 
−
#Click '''New User'''.
 
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#Enter any first and last name that clearly indicates that this is the Data Loader user.
 
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#Enter any email address. Email notification functionality is not currently supported.
 
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#Assign this user the SERVICE role. Click in the role text box below the default user(s) and select '''SERVICE'''. You can remove the other roles, if desired. They do not affect Data Loader functionality.
 
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#Click '''Create'''. The Data Loader user appears in the users table.
 
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#Click '''Reset Password''' in the row containing the Data Loader user.
 
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#Specify the desired password, and then click '''Change password'''.
 
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#Copy this same password to the [https://docs.genesys.com/Documentation/Options/Draft/GPM/GPM_DL-default#password '''password'''] option in the '''default''' section on the '''Annex''' tab of the Data Loader Application object and the {{Optionslink|link=Options:Predictive_Route_DataCfg:default:password}} option in the '''default''' section of the Predictive_Route_DataCfg Transaction List object.
 
−
 
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Following this initial setup, Data Loader then generates new passwords, following Genesys security standards, when required by the password policies you configured. Data Loader automatically updates the value of the '''password''' options.
 
−
 
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'''NOTES:'''
 
−
 
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*'''''Do not''''' delete the Data Loader user or manually change the password without specific instructions from your Genesys representative. You should not need to perform any further actions related to this user.
 
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*'''''Do not''''' use the SERVICE role for any other user. It is reserved for Data Loader use only.
 
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*For security, passwords are automatically hidden in the Data Loader log.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Roles
 
|sectionHeading=Roles
−
|Standalone=No
+
|anchor=roles
−
|ComingSoon=No
 
 
|alignment=Vertical
 
|alignment=Vertical
−
|anchor=roles
 
 
|structuredtext=GPR supports the following roles:
 
|structuredtext=GPR supports the following roles:
  
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*ADMIN - Can create, read, update, and delete all objects on the platform, such as Predictors, Models, and so on. They manage all user roles, including adding or deleting users, changing user roles, and modifying passwords.
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*ADMIN - View the Feature Coverage and Model Accuracy charts. Manage users, account password policies, and update passwords.
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*REVIEWER - Has view-only access to already-created objects, such as Predictors, Datasets, Models, and so on. REVIEWER-level users can run analysis reports on Datasets, such as Feature Analysis reports, and view all generated reports, but cannot delete any objects, including reports.
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*SERVICE - This is a reserved role that applies only to the account Data Loader uses to connect to the GRP Core Platform. '''''Do not''''' make any changes to the SERVICE role or the Data Loader account.
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*REVIEWER - View the View the Feature Coverage and Model Accuracy graphs. Change their own password.  
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*:'''WARNING!''' Do not add the SERVICE role to any user except the Data Loader user. Users with the SERVICE role cannot log into the GPR application, regardless of their other assigned roles.
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*:
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 20:55, December 16, 2020

This topic is part of the manual Genesys Predictive Routing Help for version 9.0.0 of Genesys Predictive Routing.
Read this topic for other versions:

This window is available only to users with the ADMIN role.

The User Management window enables you to add new ADMIN and REVIEWER users to your account and to configure user settings.

Related documentation:

Create a new user

To add a new user to an account:

  1. Click the Settings gear icon, located on the right side of the top menu bar: GPMsettingsGear.png, to open the configuration menu.
  2. Click the Account > User Management tab on the left-hand navigation bar.
  3. Click New User.

Enter the user name and email, and select the appropriate role or roles.

  1. By default, the Roles text box contains both the ADMIN and REVIEWER roles when you create a user.
    • To remove a role, click the X next to the name of that role.
    • If you decide to add a role back after removing it, click in the Roles text box to open the list of roles.
    • If you already assigned a role to the user, click below the already-assigned role. Clicking to the right of an assigned role does not open the list of roles.
  2. Click Create to finish setting up the user.

GPR then sends a password reset email to the new user.

Update a user

To update user information:

  1. Click the Account > User Management tab on the left-hand navigation bar. A table containing data for all configured users appears.
  2. Click a user's email address.
  3. Make the desired changes to the user name, email, or roles.
  4. Click Update to save your changes.
If you need to remove the user, click Delete user.

Roles

GPR supports the following roles:

  • ADMIN - View the Feature Coverage and Model Accuracy charts. Manage users, account password policies, and update passwords.
  • REVIEWER - View the View the Feature Coverage and Model Accuracy graphs. Change their own password.
Retrieved from "https://all.docs.genesys.com/PE-GPR/9.0.0/Help/cfgUserMgmt (2025-07-21 15:29:42)"
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