Admin Permissions

You must have appropriate permissions to see the navigation for the Roles & Permissions feature.

For more information, see Manage Roles.

General Permissions

Product/Feature

Available Permissions

Notes

External Business Unit

ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

EditClosed Users can edit existing entries for a feature or page.

Controls user access to the Business Units page in the ACD application.
Password Policy View, Edit

Controls user access to the password policies used in the login authenticators feature.

Role Management

View

SearchClosed Users can see and use the search feature, where available, on a list page.

CreateClosed Users can create new entries for a feature or page.

Edit

DeactivateClosed Users can deactivate entries for a feature or page when they are no longer needed and reactivate them again if necessary.

 

Scheduling Unit

View, Edit, Create

DeleteClosed Users can delete entries for a feature or page when they are no longer needed.

You'll only see this permission if your organization uses CXone WFM.
Can view my Scheduling Unit On, Off Allows users view schedules for the scheduling unit to which they belong. This permission is typically used for agents. You'll only see this permission if your organization uses CXone WFM.
WEMSkills View, Edit, Create, Delete

You'll only see this permission if your organization uses CXone WFM.

My WEM Skills On, Off Allows users to view their own WEM skills. This permission is typically used for agents. You'll only see this permission if your organization uses CXone WFM.
Can view client info On, Off Controls what users can see when they select My Profile from the drop-down next to their username in CXone. When the permission is set to On, users can see their username and account information.
Employees

View, Edit, Create, Delete

InviteClosed Enables the Invite button on the employee list. Users can click this button to email new employees and invite them to complete their account setup.

ImportClosed Enables the Import Employees button on the employees list. Users can click this button to import multiple new employees using a comma-separated values (CSV) file.

 
Login Authenticator View, Search, Create, Edit  
Activity Audit Report Access On, Off  
Change Audit Report Access On, Off  
Teams View, Edit, Create, Deactivate  
Access Key View, Create, Edit, Delete Controls user access to manage access keys for other employees.
My Access Key View, Create, Edit, Delete Controls user access to manage their own access key.
Admin Account Settings View, Edit Controls user access to manage account settings for the CXone application.
Bulk Upload On, Off  
View Management View, Create, Edit, Delete  
Groups View, Edit, Create, Delete Controls what users can do regarding groups: View, Edit, Create, or Delete. Groups permission allows administrators to control the level of privilege associated with a user role. All custom and out-of-the-box roles have the Groups permission enabled by default.
Can manage passwords On, Off Allows users to change password requirements on login authenticators.
SCIM On, Off Allows employee profiles to be updated or deactivated from a third-party application like Okta.

User Profile

Product/Feature

Available Permissions

Notes

View My Profile On, Off  
View Change Password settings On, Off  
View Contact Us On, Off

Allows users to access the contact us form by clicking the drop-down by their username at the top of the CXone user interface.

View Support and Downloads On, Off Allows users to access support downloads by clicking the drop-down by their username at the top of the CXone user interface.

Recording

You'll only see these permissions if your organization uses CXone Recording.

Product/Feature

Available Permissions

Recording Policies

ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions., EditClosed Users can create new and edit existing entities for the feature

Business Data Configuration

View, Edit

Hierarchy Manager

Product/Feature

Available Permissions

Notes

Hierarchy Management

ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

CreateClosed Users can create new entries for a feature or page.

UpdateClosed Users can update (edit) entries within a feature.

DeactivateClosed Users can deactivate entries for a feature or page when they are no longer needed and reactivate them again if necessary.

Controls the user's access to the hierarchy manager.

Enterprise Applications

You'll only see these permissions if your organization uses IEX WFM Integrated, IEX in the NICE Enterprise Cloud, or Engage QM Integrated.

Product/Feature

Available Permissions

Notes

Agent Schedule On, Off Enables the WFM Schedule tab on the My Schedule page in MAX.
System User On, Off Enables users as system user/agents when synced to Engage QM Integrated.

Cloud Storage

You'll only see these permissions if your organization uses Cloud Storage Services.

Product/Feature

Available Permissions

Notes

Long-term File Retrieval

ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

CreateClosed Users can create new entries for a feature or page.

UpdateClosed Users can update (edit) entries within a feature.

DeactivateClosed Users can deactivate entries for a feature or page when they are no longer needed and reactivate them again if necessary.

Controls user access to retrieving files.
File Life Cycle Management

ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

EditClosed Users can edit existing entries for a feature or page.

Controls user access to storing files.
File Search On, Off Controls access to the Search tab of the Search page.
Secure External Access ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

EditClosed Users can edit existing entries for a feature or page.

Controls user access to secure external access.
Litigation

ViewClosed Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

Hold

Release

Controls access to the Request Tracker of the Search page and the ability to place hold and release requests on stored files.
CloudDataShare On, Off Controls user access to CXone Data Share.

Data Streams

Controls user access to Data Streams.

on off