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

From Genesys Documentation
Jump to: navigation, search
m (Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2")
(Published)
 
Line 2: Line 2:
 
|Standalone=No
 
|Standalone=No
 
|DisplayName=The Settings menu
 
|DisplayName=The Settings menu
|Platform=GenesysEngage-cloud
 
 
|TocName=The Settings menu
 
|TocName=The Settings menu
 +
|Context=The topics in this section explain how to use the '''Settings''' parameters available to you depending on your user role.
 
|ComingSoon=No
 
|ComingSoon=No
|Context=The topics in this section explain how to use the GPR application windows that enable you to handle your account, to create and update users and user roles, and to set and update passwords and password requirements.
+
|Platform=GenesysEngage-cloud
 
+
|Role=Administrator, Reviewer
'''IMPORTANT:''' When you are initially setting up Predictive Routing, a user with ADMIN privileges must {{Link-SomewhereInThisVersion|manual=Help|topic=cfgUserMgmt|anchor=service|display text=create the Data Loader user}}.
 
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Open the Settings menu
 
|sectionHeading=Open the Settings menu
|Standalone=No
 
|ComingSoon=No
 
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=[[File:GPMsettingsGear.png]]
+
|structuredtext=To open the '''Settings''' menu, click the gear icon [[File:GPMsettingsGear.png|50px]], located on the right side of the top menu bar.  
 
 
To open the menu where these objects are managed, click the '''Settings''' gear icon, located on the right side of the top menu bar.  
 
 
 
When you start using Genesys Predictive Routing (GPR), Genesys configures an account for you and supplies you with the username and initial password. This account is available when you first log into Predictive Routing. This section of the Help explains how to make any necessary changes to your account, to users and roles, and to passwords.
 
 
 
'''Account: User Management'''
 
 
 
*{{Link-SomewhereInThisManual|topic=cfgUserMgmt|anchor=top|display text=Create and update users and assign roles.}}
 
 
 
'''Settings: Accounts'''
 
 
 
*{{Link-SomewhereInThisManual|topic=cfgAccounts|anchor=top|display text=Manage your account and specify password requirements and settings.}}
 
  
'''User Profile: Password'''
+
When you start using Genesys Predictive Routing (GPR), Genesys configures an account for you and supplies you with the username and initial password. This account is active when you first log into Predictive Routing. This section of the Help explains the following:  
  
*{{Link-SomewhereInThisManual|topic=cfgUserProfile|anchor=top|display text=Reset passwords}}.
+
*ADMIN users - How to update the password policies for your {{Link-SomewhereInThisVersion|manual=Help|topic=cfgAccounts|display text=account}}, manage {{Link-SomewhereInThisVersion|manual=Help|topic=cfgUserMgmt|display text=users and roles}}, and reset {{Link-SomewhereInThisVersion|manual=Help|topic=cfgUserProfile|display text=passwords}}.
|fullwidth=No
+
*REVIEWER users - How to {{Link-SomewhereInThisManual|topic=cfgUserProfile|display text=reset your password}}.
 
|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:

The topics in this section explain how to use the Settings parameters available to you depending on your user role.

Related documentation:

Open the Settings menu

To open the Settings menu, click the gear icon GPMsettingsGear.png, located on the right side of the top menu bar.

When you start using Genesys Predictive Routing (GPR), Genesys configures an account for you and supplies you with the username and initial password. This account is active when you first log into Predictive Routing. This section of the Help explains the following:

Retrieved from "https://all.docs.genesys.com/PE-GPR/9.0.0/Help/PrMConfig (2025-07-27 06:49:24)"
Comments or questions about this documentation? Contact us for support!