CXone Performance Management Act Permissions

Content on this page is for a product or feature in controlled release (CR). If you are not part of the CR group and would like more information, contact your CXone Account Representative.

You must have appropriate permissions to see the navigation for the Roles & Permissions feature. If your organization isn't configured for the NICE CXone CXone Performance Management Act application, and if you do not have the CXone PM license you won't see these permissions.

The Performance Management (New) permission in CXone refers to the new native CXone PM application, which is different from the existing Performance Management application.

For more information, see Roles.

Data Management

In CXone, go to Admin > Security Setting > Roles and Permissions. Select your role and click the Permission tab to see the permissions.

Metrics

Enables users to do the following with metrics:

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

  • Edit: Users can edit existing entries for a metric.

  • Create: Users can create a new metric.

Objectives

Enables users to do the following with objectives:

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

  • Edit: Users can edit existing entries for an objective.

  • Create: Users can create a new objective.

ETL

In CXone, go to Admin > Security Setting > Roles and Permissions. Select your role and click the Permission tab to see the permissions.

Data Feed

Enables users to do the following with metrics:

  • View: Users can see and navigate to the data feed page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

  • Create: Users can create a new data feed.

Import Data

Enables users to do the following with objectives:

  • View: Users can see and navigate to the import data page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

  • Edit: Users can edit existing entries for import data.

  • Import: Users can import data.

Reporting Set

Enables users to do the following with metrics:

  • View: Users can see and navigate to the reporting set page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

  • Create: Users can create a new reporting set.

Gamification

In CXone, go to Admin > Security Setting > Roles and Permissions. Select your role and click the Permission tab to see the permissions.

Games

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

  • Edit: Users can edit existing entries for a game.

  • Create: Users can create a new game.

Challenges

  • View: Users can view the setup or configuration of challenges and view running challenges.

  • Edit: Users can edit the setup or configuration of existing challenges, but cannot edit or modify running challenges.

  • Create: Users can configure the setup or define the metrics for challenges, but cannot create new challenges directly from the Challenges tab.

Awards

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

  • Edit: Users can edit existing entries for a award.

  • Create: Users can create a new award.

Marketplace

This permissions refers to the agent-facing view of the Marketplace, where agents can browse and purchase products or items.

  • View: Users can view products in the Marketplace and add products to their wish list or cart.

  • Edit: Users can add products to their wish list or cart

  • Create: Users can add products to their wish list or cart

Marketplace Management

This is an administrative permission where supervisors can manage the products and offerings in Marketplace.

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

  • Edit: Users can edit existing products in the Marketplace section.

  • Create: Users to create new products in the Marketplace section.

Order Management

Users can toggle the Order Management feature on or off to view or hide the Order Management page.

Give Award

Users can enable or disable the Give Award feature within the CXone Dashboard widgets .

Dashboard Widgets

Games

Enables users to turn the Games widget in CXone Dashboard on or off

Challenges

Enables users to turn the Challenges widget in CXone Dashboard on or off