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Account Management

The Accounts menu enables you to create and manage user accounts, agent groups, roles, skills, access groups, and capacity rules. This includes the ability to create user accounts from templates and manage user accounts either one at a time or in bulk. Users can be assigned to agent groups that represent specific areas of the business. You can also add groups of similar users to access groups that share the same set of roles and permissions for manipulating objects, which provides a simplified method for provisioning security. Capacity-rules management enables you to define rules for managing the volume of interactions within a business.

Access Control

The Access Control panel lists the access groups and users that have been configured explicitly with permissions for this object. When you are setting permissions, it is normally performed with the user(s) or access group(s) for which you want to grant access. This feature improves the manner in which permissions are set, and the scope is limited to managing permissions for a single database object.

For additional instructions about granting, modifying, and removing permissions, refer to the Genesys Security Deployment Guide.

You can perform the following actions:

Creating Access Permissions

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Changing Access Permissions

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Deleting Access Permissions

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Options

The Options panel enables you to set options for the object. You can perform the following actions:

Creating a New Section and Adding an Option

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Adding a New Option in an Existing Section

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Deleting an Existing Option

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Important
  • The Section and Key fields are required, and the values for these fields must be unique in the environment.
  • If you are adding an option for which there is metadata, the option value is validated.
  • If an option is selected in the list when you click the New button, the dialog box will have the Section name prefilled with the name of the section containing the selected option (or the option selected first, if more than one option is selected).
  • When you are modifying option values, and if there is metadata for the option, a drop-down list (for a finite set of valid values, as defined in the metadata) or edit box appears in which you enter the new value. If there is no metadata for the option, the only editing control is an edit box in which you enter the new value.

Available Configuration Objects

Click on any of the following links to read more about configuration objects that can be configured in the Accounts menu:

This page was last modified on December 13, 2013, at 08:34.

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