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 | 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 Search Create Edit |
|
Scheduling Unit |
View, Edit, Create Delete |
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 |
|
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
Recording
You'll only see these permissions if your organization uses CXone Recording.
Hierarchy Manager
Product/Feature |
Available Permissions |
Notes |
---|---|---|
Hierarchy Management |
Create |
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 |
Create |
Controls user access to retrieving files. |
File Life Cycle Management | Controls user access to storing files. | |
File Search | On, Off | Controls access to the Search tab of the Search page. |
Secure External Access | View![]() |
Controls user access to secure external access. |
Litigation |
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 |
---|---|