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Configure User Access

Roles

In GAX, navigate to Configuration > Accounts > Roles and create a new Role object to provide access to Genesys Pulse functionality.

Important
When creating a new Role, a dialog box with Role Template Selection appears. Do not select a template (leave the selection empty). Press OK.

Define the privileges granted by the Role on the Assigned Privileges tab in the Genesys Pulse section.
Privilege Details:

  • Pulse View Dashboard—User has read-only access to launched dashboards without the ability to expand widgets to tab (includes stay on dashboard ability).
  • Pulse View Dashboard Restricted—User has read-only access to launched dashboards without the ability to expand widgets to tab (excludes stay on dashboard ability).
  • Pulse Manage Tabs—User can launch and close dashboards and expand widgets to tab.
  • Pulse Edit Widget Display—User can modify widget display options.
  • Pulse Manage Widgets—User can create, remove, or modify all widget options.
  • Pulse Manage Shared Dashboards—User can create, remove, or modify shared dashboards.
  • Pulse Manage Templates—User can create, remove, or modify templates.
  • Pulse Add Dashboards Without Limit—User can add any number of dashboards.
  • Pulse Add Widgets Without Limit—User can add any number of widgets.
  • Pulse Manage Users—Manage other users' widgets and dashboards.
  • Pulse Manually Bind Collectors—Manually select Pulse Collectors to process particular widgets or templates.

The following privileges are for users or third-party applications that connect to Genesys Pulse using a Web API.

  • Pulse Read All Layouts—View all Genesys Pulse layouts using a Web API and switch off filtration of rows by access in snapshot.
  • Pulse Write Snapshot—Upload layout snapshots using a Web API.

Pulse privileges use GAX logic, so the high-level privileges do not include lower-level privileges. For example, to configure role with full control access, you have to assign all privileges to it.

For role members to create Widgets, you must assign Pulse View Dashboard and Pulse Edit Widget Display in addition to Pulse Manage Widgets.

Important
You must assign at least the Pulse View Dashboard privilege to each Role object.

Assign the Role to Persons and Access Groups in the Role Members section as required.

Permissions

Provide appropriate permissions on the following objects:

  1. Read and Execute on Genesys Pulse client application object (usually called default, controlled by the Genesys Pulse option client_app_name in the [general] section).
    1. Select Configuration.
    2. From the Environment pane, choose Applications.
    3. Click to open the required application (usually called default) to view its properties.
    4. Select Permissions tab.
    5. Add the Person or Access group containing this user.
    6. Add required permissions: Read and Execute are required to log in to Genesys Pulse.
  2. Tenant Environment
    1. Select Configuration.
    2. From the Environment pane, choose Tenants.
    3. Click to open the required tenant to view its properties.
    4. Select Permissions tab.
    5. Add the Person or Access group containing this user.
    6. Add required permissions: Read and Execute are required to log in to Genesys Pulse.
  3. User's own tenant
    1. Select Configuration.
    2. From the Accounts pane, choose Tenants.
    3. Click to open the required tenant to view its properties.
    4. Select Permissions tab.
    5. Add the Person or Access group containing this user.
    6. Add required permissions: Read and Execute on tenant are required to log in to Genesys Pulse.

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This page was last modified on May 30, 2018, at 05:29.