As of Friday October 16th, access to restricted content on this site now requires you to log in with your Genesys account. If you don't have an account, you can request one at these locations: Request MyPartner Portal Account or Request My Support Account.
Jump to: navigation, search


Users are supervisors and other persons who are not agents. Users are divided into two groups:

  1. Users who have been imported into WFM (WFM users).
  2. Users who are configured in Genesys but not selected as WFM users (Genesys Users).

In the Users module, you can:

If the user's role privileges are changed in this module and they no longer match the privileges set in the Roles module, the following dialog appears:

WM 851 confirm dialog user security.png
Figure: Confirmation Dialog

Click Yes to unassign the current security role or click No to cancel the action and retain the user's current security role.

Users Pane

This pane contains a list of users that have been imported into Workforce Management. It has the following columns: Username, First Name, Last Name, and E-mail. You can add users to this list (see Importing Genesys Users), or delete them.

In this pane, you can:

  • Import Genesys users into WFM by clicking Import Genesys User WM 851 Import user.png .
  • Delete users by selecting them in the list and clicking Delete WM 851 icon-delete.png .
  • Search users by entering their usernames in the Search field.
  • Sort the list by clicking the Username, First Name, or Last Name column headers.

Importing Genesys Users

When you import Genesys users, a pane opens that includes a drop-down list of the existing security roles. By default, the user you select is assigned the first role in this list. If no security roles exist, the list displays <none>. All imported users are assigned to the role selected from the list.

After import is finished, the Users pane displays the new users in its list. You can then select a user and change or configure their settings in the Properties, Role Privileges, or Access Rights pane.

This page was last edited on March 21, 2019, at 11:28.


Comment on this article:

blog comments powered by Disqus