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FA Access Privileges

You can control access to information in the Genesys Performance Management Advisors Frontline Advisor (FA) dashboard and on the FA administration page using roles, and associating permissions and privileges with each role. Controlling information using roles, and associated privileges and permissions, is called Role-Based Access Control (RBAC).

In FA, you use RBAC to control users’ access to:

  • tabs on the FA administration page
  • portions of tabs
  • the entire FA dashboard

The following Table lists the privileges available in Configuration Manager for Frontline Advisor. The Table includes a description of the consequence to the user if the privilege is present or absent.

Privilege Behavior When Present Behavior When Absent
AdvisorsAdministration.Metrics.canView User can access the Report Metrics page; option shown on menu. Report Metrics option is not shown on the Administration menu.
AdvisorsAdministration.MMW.canCreate User can create custom metrics. The Create function and the Copy function do not display in the Report Metrics Manager.
AdvisorsAdministration.MMW.canEdit Grants privilege to edit any metrics. The Edit function does not display in the Report Metrics Manager.
AdvisorsAdministration.MMW.canDelete Grants privilege to delete custom metrics. The Delete function does not display in the Report Metrics Manager.
AdvisorsAdministration.MMW.SourceMetrics.canView
Grants privilege to view the Source Metrics page. The Source Metrics page, and the link to it in the Administration module, do not display.
AdvisorsAdministration.MMW.SourceMetrics.canCreate Grants privilege to create custom source metrics. The Create Source Metrics button does not display on the Source Metrics page.
AdvisorsAdministration.MMW.SourceMetrics.canEdit Grants privilege to edit source metrics. The Edit function does not display on the Source Metrics page.
AdvisorsAdministration.MMW.SourceMetrics.canDelete Grants privilege to delete custom source metrics. The Delete function does not display on the Source Metrics page.
FrontlineAdvisor.SupervisorDashboard.canView User can access the FA Supervisor Dashboard. User cannot access the FA Supervisor dashboard, and the FA Dashboard tab is not shown to the user.
FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView

Requires the FrontlineAdvisor.SupervisorDashboard.canView privilege

User can see the Teams pane. The Teams pane is hidden along with both alerts panes.
FrontlineAdvisor.SupervisorDashboard.AlertsPane.canView

Requires the FrontlineAdvisor.SupervisorDashboard.canView and FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView privileges

User can see the Team and Agent Alerts panes. Neither of the alerts panes is displayed on the dashboard. If access to the Team pane is not available, the Alert pane is not shown even though user has access.
FrontlineAdvisor.SupervisorDashboard.ColumnChooser.canView

Requires the FrontlineAdvisor.SupervisorDashboard.canView privilege

User can access the column chooser. The column chooser button on the dashboard is hidden.
FrontlineAdvisor.SupervisorDashboard.TeamsPane.canSort

Requires the FrontlineAdvisor.SupervisorDashboard.canView and FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView privileges

User can sort the entries in the Team pane. The cursor changes when hovering over the header of a column that can be sorted. User cannot sort entries in the Team pane. The cursor does not change when hovering over a column header.
FrontlineAdvisor.SupervisorDashboard.TeamAlertsPane.canSort

Requires the FrontlineAdvisor.SupervisorDashboard.canView, FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView and FrontlineAdvisor.SupervisorDashboard.AlertsPane.canView privileges

User can sort the entries in the Team Alerts pane. The cursor changes when hovering over the header of a column that can be sorted. User cannot sort entries in the Team Alerts pane. The cursor does not change when hovering over a column header.
FrontlineAdvisor.SupervisorDashboard.AgentAlertsPane.canSort

Requires the FrontlineAdvisor.SupervisorDashboard.canView, FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView and FrontlineAdvisor.SupervisorDashboard.AlertsPane.canView privileges

User can sort the entries in the Agent Alerts pane. The cursor changes when hovering over the header of a column that can be sorted. User cannot sort entries in the Agent Alerts pane. The cursor does not change when hovering over a column header.
New3.png FrontlineAdvisor.SupervisorDashboard.Export.canView User can see the Print button on the Frontline Advisor dashboard. The Print button is not displayed on the Frontline Advisor dashboard.
FrontlineAdvisor.Administration.canView User can access the FA Administration module. User cannot access the FA Administration module, and the FA Administration tab is not shown to the user.
FrontlineAdvisor.Administration.Settings.canView

Requires the FrontlineAdvisor.Administration.canView privilege

User can access the Settings tab in the FA Administration module. Settings tab is not shown to the user.
FrontlineAdvisor.Administration.Hierarchy.canReload

Requires the FrontlineAdvisor.Administration.canView and FrontlineAdvisor.Administration.Settings.canView privileges

User can initiate a hierarchy reload through the action on the Settings tab. Hierarchy reload action is not accessible.
FrontlineAdvisor.AgentDashboard.canView User can access the FA Agent Dashboard. User cannot access the FA Agent dashboard, and the FA Agent Dashboard tab is not shown to the user.
FrontlineAdvisor.AgentDashboard.AlertsPane.canView

Requires FrontlineAdvisor.AgentDashboard.canView privilege

User can see the Alerts pane. The Alerts pane is not displayed.
FrontlineAdvisor.AgentDashboard.ColumnChooser.canView

Requires FrontlineAdvisor.AgentDashboard.canView privilege

User can see the Column Chooser. The Column Chooser is not displayed.
New3.png FrontlineAdvisor.AgentDashboard.Export.canView User can see the Print button on the Agent Advisor dashboard. The Print button is not displayed on the Agent Advisor dashboard.
This page was last modified on April 20, 2016, at 12:59.

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