Roles are used to create sets of permissions that are appropriate for different types of users. For example, the role of Administrator is a set of permissions that enables a user to access most system features, including user and system management and SMART functionality. By contrast, the role of Regular User is a much more limited set of permissions that is designed to enable agents to see call data that is relevant to them, to take part in coaching sessions, and to see the results of certain reports, but blocks access to many system functions.
Users with different roles see different elements of the SpeechMiner interface. For example, a Regular User may not have permissions to see the Tools page at all. In this case, Tools will not even appear in the Main Menu of a user who has this role. By contrast, a user with an Administrator role will see all the pages and all the tabs and screens that belong to each page.
One or more roles can be assigned to each user. The user's permissions in the SpeechMiner system include all the permissions of all their roles.
Seven default roles are defined in the system. The default permission sets of these roles are designed to be appropriate for the majority of SpeechMiner users.
|Regular User||A standard set of permissions suitable for most users, this role permits viewing of most pages, playing back calls, and adding comments to calls. It does not permit any access to SMART.|
|Power User||An expanded set of permissions that includes the standard set of permissions assigned to Regular Users plus permissions for user management.|
|SMART User||A standard set of permissions suitable for most users of SMART.|
|SMART Power User||An expanded set of permissions for SMART users that includes the standard set of permissions assigned to SMART Users plus permission to release a program that is locked by another user, edit global variables and directives, update program processing priority, activate and deactivate programs, and export and import programs.|
|Event Audit||This Role is aimed at the auditing tasks required to check for the system's quality during the implementation of new Topics.|
|Administrator||Aimed at allowing for administrative tasks such as user and permissions management.|
You can modify the permissions that are assigned to any role.
- In the menu bar, click Account and select Administer Roles.
- In the Administer Roles screen, click the name of the role you want to modify.
- In the Grant Roles tab, select the roles that users with the current role can assign to other users.
- In the Web Site, Reports, SMART, and SMConfig tabs, select the permissions the role should have.
- When you have finished modifying the permissions for the role, click Save. The modifications are saved and the dialog box closes.
The Administer Roles screen opens and displays a list of existing roles.
The role configuration dialog box opens.
For example, if you are configuring the Administrator role, you would probably choose all of the roles, but if you are configuring the Power User role, you would probably not choose Administrator, SMART User, or SMART Power User, because Power Users do not configure SMART user accounts and only an Administrator should be able to grant an Administrator role.
In each tab, the permissions are divided into groups. To collapse a group, click the >> in the title bar of the group. Click the << again to expand a collapsed group. If you wish, you can filter the list of permissions in a tab. To do so, in the Filter by text field, type a character or sequence of characters that are included in the names or values of the permissions you want to see. Permissions that do not include the sequence of characters are hidden from the display as you type.
You can add new roles to the system as necessary. New roles can be added in one of two ways:
- Add a new role and configuring it directly.
- Copy an existing role and then modify the configuration of the copy as necessary.
To add a role
- In the Administer Roles screen, click the New button.
- Under Role, type a name for the role.
- In the tabs, select the required permissions as described above.
- When you finish selecting permissions for the role, click Save. The role is saved and the dialog box closes.
The role-configuration dialog box opens.
To copy and modify a role
- In the Administer Roles screen, on the line containing the role you want to copy, click Copy.
- Enter a name for the role, and then click OK.
- Click the name of the role.
- Modify the permissions as required.
- When you have finished modifying the permissions for the role, click Save. The role is saved and the dialog box closes.
You are prompted to enter a name for the new role.
The new role (containing the attributes of the role from which it was copied), is added top the list of roles.
The role-configuration dialog box opens.