To take advantage of role-based management, the Primary Administrator must create a role, define permissions,
The process involves the following steps:
A role allows administrative privileges or permissions in Configuration Manager. Creating a role requires definition of permissions to list, view, create, edit, delete, and/or control a specified configuration object. For example, you can define a Campaign Manager role with permissions to create, manage, and supervise wallboards or campaign functionality. Go to Security > Roles to add or edit roles.
By default, every tenant is bundled with a Super User role assigned to the tenant's Primary Administrator. A Super User role provides all permissions to configure tenant functionality. You can assign any number of administrators to the Super User role.
To add a custom role:
Note: You can assign the role of an administrator when creating a new user. As soon as you choose a user to be an administrator, the option to select a specific role appears. You can continue to define the Roles and Administrators in Security tab.
Note: By default, every tenant is bundled with a Super User role. A Super User has all permissions to configure tenant functionality. You can assign any number of administrators to the Super User role.
|List||Lists all the entities pertaining to an object. For example, List permission in the Agents tab allows an administrator to list all existing agents in the tenant.|
|Details||Allows to view details of each entity. For example, with the permission to view details, you can view agent account details.|
|Create||Allows you to create a specific subset of a Menu Object functionality or an entire Menu Object. For example, you may create a role with permissions to create Inbound and Outbound queues, but not Email and Chat queues within the Queues Menu Object.|
|Edit||Allows you to edit a specific subset of a Menu Object functionality or an entire Menu Object.|
|Delete||Allows you to delete a specific subset of a Menu Object functionality or an entire Menu Object.|
|Control||Allows you to control a Menu Object based on its functionality. Control permissions are available to:|
An administrator inherits permissions assigned to a role and can assume a single role at a time. You cannot assign multiple roles to an administrator, but multiple administrators may function in a single role.
To add an administrator:
|First Name||Enter the first name of the Administrator.|
|Last Name||Enter the last name of the Administrator.|
|Email Address||Enter an Email ID to communicate with the Administrator.|
|Role||Select a role from the list of defined roles.|
|User Name||Enter a username used to log in to the administrator role.|
|Password||Enter a password.|
Note: Password should match the password policy requirements.
|Retype Password||Confirm the password.|
|Language||Enter a language of choice for the Administrator user interface.|
|Enabled||Select the check box to activate the Administrator.|
|Comment||Enter any comments.|
After creating a role, you can assign an administrator to the role. The administrator inherits all permissions assigned to the role. By logging in to Configuration Manager, the Secondary Administrator gets access to the functionality permitted for the role. You can also reassign an administrator to a new role.
To assign an administrator to a role:
Note: You can assign multiple administrators to a role, but assign only one role per administrator. Assigning a new role to an administrator removes him from the previous role.
After assigning an administrator to a role, you can log in and validate that the Secondary Administrator account has the intended permissions.
A Secondary Administrator can change password and set up a security question by clicking Profile on the top bar of the Virtual Contact Center application.
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