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.
Note: The System Default role has viewing permissions by default. However, you can modify and allow more permission such as Write, Create, and Edit rights.
|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:|
If you do not have an administrator, you must create one to assign the role. See Add Users to learn how to create an administrator.
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. .
To log in as a Secondary Administrator:
Note: If you set up the tenant password policy to automatically generate and communicate the login credentials to the email address specified for the administrator, procure the username and the password from the email.
As a Secondary Administrator, you can change your password by clicking Help in the login window. For details, refer to Reset Username or Password.
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