connect 13 - user management
DESCRIPTION
Uncover new Discover user management capabilities, namely adding new hires and setting up groups, roles and users. This overview of user management enhancements provides the rationale for this best-practices approach and covers everything that administrators need to know about role-based configuration in contrast to managing access user by user.TRANSCRIPT
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User Management
Lou CockerhamEducation Specialist
Overview
• Definition • Role setup • Permissions • Adding users to roles • Best practices
Definition
• Roles – defines what users can do in the system and are organized by users, groups and roles
Role Setup
Permissions
• Default permissions – System – Coaching – Reporting – Player– User Edit Field– Associated Uptivity group – Group– ACD gate
System Permissions
• In hands of System Administrator
Coaching Permissions
• Empowers supervisors, managers, directors
Reporting Permissions
• Provides information/data to assist in daily operations
Player Permissions
• Determines the flexibility in managing the recorded call
User Edit Field Permissions
• Selected fields can have labels changed on Web Portal settings’ terminology page
Associated CallCopy Group
• Group permissions give users access to call records and other items created by members of an Uptivity group
ACD Group or Gate/Queue
• ACD Group and Gate/Queue permissions give users access to call records and other items created by members of those groups
Permissions
• Add-on permissions – Survey– Analytics– On-Demand– Insight– Fusion
Survey Permissions
Analytics Permissions
On-Demand Permissions
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Insight Permissions
•
Fusion Permissions
•
Adding Users to Roles
• Two ways to accomplish – Assign Users to Roles button – Roles areas under each individual User
Profile
Assign Users to Role
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User Profile
Best Practices
• Planning is key – List out all job roles of users who will be accessing system – Starting point
• Develop plan for maintenance – Adding new-hires and removing NLWCs
• Click “Save” when making changes • Use description field
Questions?
