Configure your account

An account usually represent a business or, in multitenant environments, a tenant. This page explains how to update your account.

Related documentation:

• How Predictive Routing works

Update your account

Click an account name to configure the account. The following parameters are located on the Accounts Settings tab. For help with the Account/Password Policy tab, see Password policy configuration.

• Locked—Only ADMIN users of an account can lock it. Once locked, the account cannot be edited
• Account Name—The name you assigned to the account.
• API key - The API key required to access the Predictive Routing API.
• Cloud Anonymization Enabled - A read-only field indicating whether anonymization of sensitive and PII fields occurs in the cloud or on-premise.

• (STAFF use only) Customer Features Limit and Agent Features Limit - STAFF users can configure the number of customer and agent features supported for upload to the Customer Profile and Agent Profile datasets. The default value for these fields is 50.
• (STAFF use only) PEC Tenant ID - The Genesys-provided Tenant ID for your Genesys Engage account.
• Account Notes - Any information important to keep about this account.

The Password Policy tab

ADMIN users can use this tab to specify how GPR handles user passwords and login attempts. It contains the following fields:

Field name	Default Value	Valid Values
Password expires after [x] days	90	1 - 90 days
Password cannot be changed until after [x] hours	24	1 - 72 hours
Show password expiration reminder [x] days before password expiry	7	1 - 14 days
Password cannot be the same as the [x] previous passwords	5	5 - 15 previous passwords
Account is locked after [x] invalid login attempts	6	3 - 6 invalid login attempts
Unlock user account after [x] minutes	60	30 - 300 minutes
Block inactive user after [x] days	45	1 - 90 days
Message to show blocked users:	This user account was blocked due to too many failed login attempts. Please try again later.	Leave the default, edit the message to be displayed to blocked users, or leave the text box empty to omit a notification message.

Accessing audit trail information

If you need to view audit trail information, contact your Genesys representative for assistance. Audit data is retained for five years, after which it is automatically deleted.

You can request an audit record for the following activities:

• Actions (see the list below) carried out by any user who has access to the current account.
• Creation or deletion of objects in the system.

For each activity the following information is stored:

• The user ID of the person who performed the action.
• The date and time of the action.
• The result of the operation (failure, success).
• The GPR components affected by the action.

GPR stores the specified data for the following objects:

• Datasets
  • create
  • append
  • delete
• Agent Profiles and Customer Profiles
  • create (but only if created using the Predictive Routing application; profiles created using the API are not added to the audit trail)
  • append
• Users/Accounts
  • create/update
  • delete
• P​redictors
  • create
  • update
  • generate training data
  • purge training data
  • copy
• M​odels
  • create
  • delete
  • train
  • activate
  • suspend