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This page describes how to create, edit, and delete users that are stored in the Intelligent Automation database.

If you want to work with users defined in the Genesys Configuration Layer and stored in the Genesys Configuration Database, you must use Genesys Administrator Extension (GAX) to manage those users. Refer to User Authentication and Authorization for information about how to work with these external users.

Creating users

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.

To create a user:

  1. Click Create a new user. The Edit User page opens.
  2. 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. See Password Rules for setting up password rules for users.
    • 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 force the user to change their password the next time that he or she logs in to Intelligent Automation. Depending on the policies of the organization, this might be required for first-time users, users who have forgotten their password and need it reset, or for some other reason. This setting is cleared when the password is changed, so must be reactivated each time the password is to be changed.
  3. Click Save.

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.

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

Password Rules

To enable rules for passwords, set the Login.Security.Strict option in the Default Server Settings to true.

The following settings control how the password rules are enforced:

  • Login.Failure.Threshold: The number of incorrect passwords that is allowed. When this number is exceeded, the account is locked.
  • Login.Failure.LockoutDelayInSecs: The number of seconds for which an account is locked after the specified threshold limit.
  • Password.PreviousPasswordsCount: The number of previous passwords that cannot be reused.
  • Login.Password.ExpiryDays : The number of days after which the current password will expire and a new password has to be created for the account.
  • Password.Rule.AlphanumericPatterns: The rule pattern that a password should match. For example, to allow alphanumneric paswords, set this to [a-z]|[A-Z]|[0-9]. The separator pipe symbol (|) indicates that the password must match all rules. In the example, this indicates that the password should contain a lowercase character, an uppercase character, and a number.
This page was last edited on November 16, 2022, at 09:51.
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