Contact Management privileges
[Modified: 8.5.110.13, 8.5.126.07]
The following table lists the Contact Management privileges in the Workspace Contact Privileges section of the Role Privileges tab that can be enabled for a role. Privileges are assigned as configuration options in the Role Privileges tab of the Role object in Genesys Administrator Extension (refer to the Procedure: Creating a Role, allowing a Workspace privilege, and assigning a Role to an agent or agent group).
Role privilege | Description |
---|---|
Contact - Can Use | The agent is permitted to perform contact management privileges. The other contact management privileges cannot be configured if the value is Not Assigned. |
Contact - Can Create Contact | The agent is permitted to create a new contact in the Universal Contact Server database. |
Contact - Can Delete Contact | The agent is permitted to delete an existing contact from the Universal Contact Server database. |
Contact - Can Edit Contact | The agent is permitted to edit contact information in the Universal Contact Server database. Note: Agents can save new contacts when the Contact - Can Create privilege is assigned even if the Contact - Can Edit Contact privilege is not assigned. Previously in this scenario, if the Contact - Can Create privilege was granted to agents and the Contact - Can Edit Contact privilege was not, agents could not save a new contact. |
Contact - Can Mark Done Voice Interaction | The agent is permitted to mark an interaction as done. |
Contact - Can Merge Contact | The agent is permitted to merge two contacts in the Universal Contact Server database. |
Contact - Can Assign Contact | The agent is permitted to assign an interaction to an existing contact if the interaction has an unknown contact or is incorrectly assigned to a different contact. |
Contact - Can Use Interaction Notepad | The agent is permitted to use the Notepad to view and edit notes that are included in the interaction. |
Contact - Can Merge Interaction To Contact | The agent is permitted to merge interactions to an existing contact in the Universal Contact Server database. |
Contact - Can Undo Merge Contact | The agent is permitted to unmerge a previously merged contact in the Universal Contact Server database. |
Contact - Can Use Contact Directory | The agent is permitted to use the Contact Directory to view and manage contact information in the Universal Contact Server database. |
Contact - Can Use Contact History | The agent is permitted to view and manage contact history. |
Contact - Can Use Contact History CaseData | The agent is permitted to view and manage contact history case data. |
Contact - Can Use Contact History Detail | The agent is permitted to view and manage contact history details. |
Contact - Can Use Contact History Notepad | The agent is permitted to view and manage contact history notepad information. |
Contact - Can Use Contact Information | The agent is permitted to view and manage contact information. |
Contact - Can Use My History | The agent is permitted to view and manage contact information for interactions that they have handled. |
Contact - Can Use Interaction Search | The agent is permitted to search for any interaction available in Universal Contact Server index accross all contacts and all agents. [Added: 8.5.104.15] |
Contact - Can Pull From Queue | From the Contact History view, the agent is permitted to pull interactions from a queue and perform any of the following actions: Reply, Reply All, Mark Done (beginning with 8.5.110.13), and Delete (beginning with 8.5.110.13) if the corresponding privileges are allowed. |
Contact - Can Pull Interactions In Shared Workbins | From the Contact History view, the agent is permitted to pull interactions from shared workbins which are not explicitly accessible to the user and perform any of the following actions: Reply, Reply All, Mark Done (beginning with 8.5.110.13), and Delete (beginning with 8.5.110.13) if the corresponding privileges are allowed. |
Contact - Can Pull Interactions In Workbins Not Owned By The User | From the Contact History view, the agent is permitted to pull interactions from personal workbins which are not owned by the user and perform any of the following actions: Reply, Reply All, Mark Done (beginning with 8.5.110.13), and Delete (beginning with 8.5.110.13) if the corresponding privileges are allowed. |
Contact - Can Access Archive | The agent is permitted to access the interaction archive in the Contact History view. Warning: Do not allow this privilege if UCS 9.1 is used; if it is granted, an error will be displayed if the Agent selects the Archive option in the Contact History view. [Modified: 8.5.126.07] |
This page was last edited on October 26, 2018, at 14:33.
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