FA Access Privileges

You can control access to information in the Genesys Pulse 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 tables list the RBAC privileges that are available for Frontline Advisor users.

See the following documents for more information about configuring user profiles:

• Framework Configuration Manager Help
• Genesys Administrator Extension Help

Tip

While you can use any Genesys configuration interface to import Advisors privileges into a Role, or to assign Role-based permissions to Users or Access Groups for access to the Advisors business attributes, you can view the Advisors privileges associated with a Role only in Genesys Configuration Manager.

Administration Module

Privilege	Controls Access To:
AdvisorsAdministration.canView	Administration module

Advisors Dashboards

Privilege	Controls Access To:
Advisors.ChangePassword.canView	Change Password function

Frontline Advisor Dashboard

Privilege	Controls Access To:
AdvisorsAdministration.Metrics.canView	Report Metrics page
AdvisorsAdministration.MMW.canCreate	The Create and Copy functions in the Report Metrics Manager. Users require this privilege to create custom metrics.
AdvisorsAdministration.MMW.canEdit	The Edit function in the Report Metrics Manager. Users require this privilege to edit metrics.
AdvisorsAdministration.MMW.canDelete	The Delete function in the Report Metrics Manager. Users require this privilege to delete custom metrics.
AdvisorsAdministration.MMW.SourceMetrics.canView	Source Metrics page
AdvisorsAdministration.MMW.SourceMetrics.canCreate	The Create Source Metrics button on the Source Metrics page. Users require this privilege to create custom source metrics.
AdvisorsAdministration.MMW.SourceMetrics.canEdit	The Edit function on the Source Metrics page. Users require this privilege to edit source metrics.
AdvisorsAdministration.MMW.SourceMetrics.canDelete	The Delete function does not display on the Source Metrics page. Users require this privilege to delete custom source metrics.
FrontlineAdvisor.SupervisorDashboard.canView	Frontline Advisor supervisor dashboard
FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView The FrontlineAdvisor.SupervisorDashboard.canView privilege must also be present	Teams pane in the FA supervisor dashboard. In addition to the Teams pane, the Alerts pane is not displayed to users to whom you have not assigned this privilege.
FrontlineAdvisor.SupervisorDashboard.AlertsPane.canView Requires the FrontlineAdvisor.SupervisorDashboard.canView and FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView privileges	Alerts pane. If you have not assigned the FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView privilege to a user, the user will not have access to the Alerts pane even though the FrontlineAdvisor.SupervisorDashboard.AlertsPane.canView privilege is assigned.
FrontlineAdvisor.SupervisorDashboard.ColumnChooser.canView Requires the FrontlineAdvisor.SupervisorDashboard.canView privilege	Column Chooser
FrontlineAdvisor.SupervisorDashboard.TeamsPane.canSort Requires the FrontlineAdvisor.SupervisorDashboard.canView and FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView privileges	The data sorting functionality in the Teams pane
FrontlineAdvisor.SupervisorDashboard.TeamAlertsPane.canSort Requires the FrontlineAdvisor.SupervisorDashboard.canView, FrontlineAdvisor.SupervisorDashboard.TeamsPane.canView and FrontlineAdvisor.SupervisorDashboard.AlertsPane.canView privileges	The data sorting functionality in the Alerts pane
FrontlineAdvisor.Administration.canView	Frontline Advisor page in the administration module
FrontlineAdvisor.Administration.Settings.canView Requires the FrontlineAdvisor.Administration.canView privilege	The Settings tab on the FA administration page in the Administration module.
FrontlineAdvisor.Administration.Hierarchy.canReload Requires the FrontlineAdvisor.Administration.canView and FrontlineAdvisor.Administration.Settings.canView privileges	The hierarchy reload action on the Settings tab of the FA administration page in the Administration module.