User Access Roles

This screen allows you to create and manage user roles. Roles are assigned to users in order to limit access. For instance, a user's role can be restricted by associating it to only a limited number of resource types, such as workgroups, sites, skill teams, and so on. For more information about roles, see Access Role Descriptions

What do you want to do?

Tasks in this Topic Include:

• Create Metric User  Roles
• Modify Existing Roles
• Delete a Role

Related Tasks:

• Goals and Alerts
• Scorecard Setup
• Attendance Setup
• AUX Setup
• Custom Metrics Setup
• Custom Metrics Import
• Initial Attendance Score
• Initial AUX Score

Access Role Descriptions

The following descriptions are provided for additional information.

Role	Access to Metrics?	Description
Agent	No	Receives alerts based on defined goals
Supervisor	Yes	Access to the data of agent whom are assigned to the individual through Anywhere
Company	Yes	Access to the tenant's entire data

Create Metric User Roles

1. Select Metrics from the left-navigation menu.
   
2. Select Configuration.
3. Select User Access.
4. Select New Role.
   
5. Select the Data Access Level radio button for the new role.
6. For Company and Supervisor roles, select the appropriate permissions for each listed function from the Access Control table.

7. Enter a Role Name.
8. Enter a Description of the role.
9. Enter or select the role Rank.
10. Select the role Status from the drop-down menu.
11. Select Save.

Modify Existing Roles

1. Select the role to modify from the User Roles table.
2. Update the user role record accordingly.
3. Select Save.

Delete a Role

1. Select the role to delete from the User Roles table.
2. Select Delete Role.