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Users

The Users view allows you to create, edit, and delete users from your company account.

Creating users

Click Create a new user. The Edit User page opens. Enter the following information:

  • Email Address - The user's email address. This address is the user's login name, as well as the email account Genesys Intelligent Automation uses for password-reset requests.
  • Name - The user's display name (for example, John Smith).
  • Password - The password must be between eight and 15 characters in length.
  • Confirm Password - Re-renter the password.
  • Role - The role for this user, which defines the permissions and features available to this user in Intelligent Automation.
  • Force User to Change Password on Next Login - Select this option to have the user set a new password when he or she logs in to Intelligent Automation.

Click Save.

Important
You can only create user accounts with a role equal to or lesser than your own. For example, an Application Designer cannot create a Full Administrator.

Editing users

In the Users view, click Edit beside the user account you want to edit. The Edit User page opens.

The fields in the Edit User page work as described in the Creating users section, but you do not have to specify values in the Password and Confirm Password fields if you do not want to change the user's password.

Deleting users

In the Users view, click Delete beside the user account you want to edit.

Important
You cannot delete the user account you are currently using in Intelligent Automation.

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This page was last modified on 18 June 2018, at 10:55.