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Assigning Roles to Users

WFM enables you to assign and unassign security roles, and delete users from the Assigned Users list. These tasks are described in the procedures below.

To assign users to the role:

  1. At the top of the Role Privileges pane, click Users and then, do one of the following:
    • Click Assign Users WM 851 agent activities plus.png to assign a WFM user to this role.
      A new pane opens, containing a list of WFM users.
    • Click Import Genesys User WM 851 Import user.png to assign a Genesys user to this role.
      A new pane opens, containing a list of Genesys users.
      Important
      New users are automatically granted access to all modules, objects, and sites.
  2. Select the users you want to assign to this role and click Apply WM 851 agent activities assign.png .
  3. In the Users pane, click Save Now WM 851 icon-save.png .

Only users in the WFM Users list can access Workforce Management functionality (with the exception of WFM Web for Agents).

You can also create a new security role using copy and paste. See Editing Security Roles.

Unassigning Users from Roles

To unassign a user from a security role:

  1. In the Assigned Users list, select the user to want to unassign from this role.
  2. Click Unassign User WM 851 agent activities minus.png .
  3. When the Confirmation dialog appears, select Yes to proceed or No to cancel the action.
  4. Click Save Now WM 851 icon-save.png .

Deleting Users from Assigned Users

To delete a user from the Assigned Users list:

  1. In the Assigned Users list, select the user to want to remove from this list.
  2. Click Delete User WM 851 icon-delete.png .
  3. When the Confirmation dialog appears,select Yes to proceed or No to cancel the action.
    Important
    Proceed with caution. Clicking Yes, removes all of the user's role privileges and access rights to WFM.
  4. Click Save Now WM 851 icon-save.png .

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This page was last modified on 10 August 2017, at 06:45.