Roles and Privileges

iWD 9.0 uses Genesys Role-Based Access Control (RBAC). For details of how to use this feature please see:

• Genesys Administrator documentation set
• Genesys Security Guide
• Roles in the main GAX Help (new document).

Important

Role privileges cannot be seen in GA, only in GAX. GAX iWD Plug-in privileges are imported when GAX is used to import the GAX iWD Plug-in installation package.

GAX iWD Plug-in Privileges

• iWD Read Solution—Read privilege for iWD Solution.
• iWD Modify Solution—Modify privilege for iWD Solution.
• iWD Create Solution—Create privilege for iWD Solution.
• iWD Delete Solution—Delete privilege for iWD Solution.
• iWD Read Department—Read privilege for iWD Department.
• iWD Modify Department—Modify privilege for iWD Department.
• iWD Create Department—Create privilege for iWD Department.
• iWD Delete Department—Delete privilege for iWD Department.
• iWD Read Process—Read privilege for iWD Process.
• iWD Modify Process—Modify privilege for iWD Process.
• iWD Create Process—Create privilege for iWD Process.
• iWD Delete Process—Delete privilege for iWD Process.
• iWD Read Tenant—Read privilege for Tenant.
• iWD Read Capture Point—Read privilege for Capture Point.

RBAC-related Privileges

In order to apply full Role-Based Access Control to the iWD GAX Plug-in on the GAX dashboard, use the following roles in iWD GAX Plug-in's template:

• IWD_READ_LOOKUP_TABLES—Read privilege for lookup tables
• IWD_MODIFY_LOOKUP_TABLES—Modify privilege for lookup tables
• IWD_CREATE_LOOKUP_TABLES—Create privilege for lookup tables
• IWD_DELETE_LOOKUP_TABLES—Delete privilege for lookup tables
• IWD_READ_DATAMART—Read privilege for Data Mart
• IWD_MODIFY_DATAMART—Modify privilege for Data Mart
• IWD_MONITOR_DATAMART—Monitor privilege for Data Mart
• IWD_MANAGE_DATAMART—Manage privilege for Data Mart

Users without the relevant permissions will not be able to view the iWD tile on the GAX dashboard.

iWD Manager Privileges

• View Solutions—Viewing privilege for iWD Solutions
• Configure Ixn Custom Properties—Privilege to configure Interaction Custom Properties needed by iWD
• View Tasks for Departments—Viewing Tasks privilege for iWD Departments
• View Tasks for Processes—Viewing Tasks privilege for iWD Processes
• Modify Media Icons—Modification privilege for iWD Media Icons
• Create Media Icons—Creation privilege for iWD Media Icons
• Delete Media Icons—Deletion privilege for iWD Media Icons
• View Media Icons—Viewing privilege for iWD Media Icons
• Modify Filters—Modification privilege for iWD GTL Filters
• Create Filters—Creation privilege for iWD GTL Filters
• Delete Filters—Deletion privilege for iWD GTL Filters
• View Filters—View privilege for iWD GTL Filters. Required for displaying "'Filters'" tab in the left menu.
• View Global Task List—Viewing Global Task List page privilege
• Export Tasks—Exporting tasks privilege
• Cancel Tasks—Canceling tasks privilege
• Hold/Resume Tasks—Putting on hold or resuming tasks privilege
• Modify Tasks—Modification of tasks privilege
• View Tasks by Capture Point—Viewing tasks by capture point privilege
• View All Tasks—Viewing all tasks in solution privilege
• Open Rules Authoring—Privilege to open Rules Authoring link
• Open iWD Web—Privilege to open iWD Web link
• Import Configuration—Privilege to import configuration from an XML file
• Export Configuration—Privilege to export configuration to an XML file

Important Information About Filtering Permissions

The following additional information is also important to note when you are filtering permissions:

• Create/Modify/Delete Filters privileges are pointless without the View Filters permission because it is required to show the "'Filters"' tab.
• Public filters can be changed from Private by any user that has Modify Filter permissions.
• The owner of a Private filter can always modify or delete that filter, even if they do not have Delete and/or Modify security role permissions.
• The username of the owner of any filter is displayed on the Filter configuration screen to make referencing easy.