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User Properties

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The Users Properties pane contains information about the selected WFM user.

User information

The User Information pane contains the following read-only fields, previously entered in Genesys Administrator:

  • User First Name for the user as entered in Genesys Administrator.
  • User Last Name for the user as entered in Genesys Administrator.
  • User E-mail. This is the user's e-mail address entered in Genesys Administrator. WFM uses this e-mail address for notification of:
    • Changes in the status of schedule trade requests.
    • Changes in the status of time-off requests.

For more about e-mail notifications, see the Notifications.

Configuring Optional Settings

To configure the optional settings in the User Information pane:

  1. Select a Time Zone for the user or leave blank. Time zone can be used in some Performance views and reports as an alternative to the site or business unit time zone. If you configured a default time zone before importing the user, that time zone appears as the Time Zone. If you did not configure a default time zone, <none> appears here.
    If you subsequently changed the default time zone, the time zone set as default when the user was imported appears here.

    To set a different time zone for this user:

    • Select the time zone from the drop-down list box.
    If you need additional time zones, use the Organization > Time Zones view to change the time zones that appear in the list. See Time Zones List for details.
  2. Select a WFM Builder server for the user or leave blank. This is the server that builds schedules. To use a specific WFM Builder (one that is installed on a user's workstation or dedicated to a group of users) to create WFM schedules:
    • Select the WFM Builder server from the drop-down list.
    You do not need to specify a WFM Builder server if you want all users to share the same one. The default value is None.
  3. Select Security Role for the user or leave blank. If you select a Security Role, the user adopts the role privileges that you configured for that security role. If the user is not assigned to a security role:
    • Clear the check boxes next to the names of the role privileges the user should not have permission to access. By default, all options are selected.
  4. Click Save Now WM 851 icon-save.png .
This page was last edited on October 2, 2020, at 12:35.
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