Creating User Accounts
To create a user account, perform the following steps:
- In the header, go to Accounts > System > User Accounts.
- In the User Accounts panel, click the New button.
- Enter information in the following fields:
- User Name—The user name that is used to log in.
Note: This field must be unique in the environment.
- Agent—A check box that you can select to indicate that this user
is an agent.
- First Name—The first name of the user.
- Last Name—The last name of the user.
- E-mail Address—The e-mail address of the user.
- Tenant and Folder—The Tenant and folder to which this user belongs. You can type the name of a Tenant in the Quick Filter field,
or you can click the Browse icon to select a Tenant from a list.
- Employee ID—The ID number of the employee.
Note: This field must be unique in the environment.
- Password—The password that is used to log in.
- Confirm Password—Re-enter the password to confirm accuracy. This value must match the value that is entered in
the Password field.
- Force Password Reset on Next Login—A check box that, if selected, prompts the user to enter a new password
upon the next login.
Note: The Force Password Reset on Next Login option displays only if Genesys Administrator
Extension connects to Management Framework 8.1.1 or higher. See the Genesys 8.1 Security Deployment Guide
for more information about resetting passwords.
- External ID—The external ID of the employee.
- Enter application ranks in the Application Ranks section. Click the New button to add an
application rank. A new panel opens to the right and
contains two drop-down menus: Application Type and Application Rank. Select an application in the
Application Type drop-down menu, and then select a rank in the Application Rank drop-down menu.
Click the OK button to add the settings to the Application Ranks section.
Notes:
- The Application Ranks functionality allows GUI applications to control which of
their functions are available to the currently logged-in user. Consult the manuals for the Genesys GUI applications to see if
those applications are using ranks to enable or block certain functions. If a manual does not have any references to ranks,
the related applications do not use ranks in any way, and you do not have to specify the user’s ranks with respect to the
related application.
- Do not confuse application ranks with Configuration Database permissions. Applications themselves
verify ranks, which specify what functionality is available to a user with regard to an application. Configuration Server
verifies permissions, which specify a level of access to the objects in the Configuration Database.
- Click the Save button.
Note: Users automatically receive Read and Update permissions for their User object. These
permissions allow the user to save his or her user preferences in GUI-based programs such as GAX or Interaction Workspace.