Assign the Journey Management role to users

AI-generated summary

Genesys Cloud provides capabilities for creating and managing customer journeys. Administrators can create Journey Management Creator, Editor, and Viewer roles and assign them to users. These roles allow creating, editing, viewing, and analyzing journeys. The Creator role can add, edit, and delete journeys. The Editor can edit existing journeys. The Viewer can only view journeys. To enable these capabilities, admins first create the roles under Roles/Permissions. They then assign permissions like Add, Edit, View, and Delete for entities like Journey Views, Journey Events, and Journey Results. Finally, they assign the roles to specific users. This provides a granular access control system for journey management in Genesys Cloud.

PrerequisitesClick to expand

Note: Permission changes can take a few minutes to take effect.

When you have a Genesys Cloud CX 4 license or the Journey Management add-on for the Genesys Cloud CX 1, Genesys Cloud CX 2, or the Genesys Cloud CX 3 license, the following roles are auto-created:

Creator – Can create a new analysis or edit an existing one.
Editor – Can edit an analysis but cannot create a new one.
Viewer – Can view an existing analysis, but cannot create or edit an analysis.

To assign the Journey Management role to users, follow these steps.

Click Admin.
Under People & Permissions, click Roles/Permissions.
Click Menu > User Management > Roles and Permissions.
Locate the Journey Management Creator, Journey Management Editor, or Journey Management Viewer role in the Role List.
Click More and then select Change Membership.
Search for the users who need the Journey Management role and select the checkbox next to their names.
Click Save.

The following table outlines the various tasks each role can perform:

Area	Entity	Permission	Explanation	Journey Management Creator	Journey Management Editor	Journey Management Viewer
Architect	Flow	View	View architect flows.	x	x	x
Journey	Views	Add	Create journeys.	x
Journey	Views	Edit	Edit journeys. Note: Users with Edit permission can edit any journeys, not just the ones they created.	x	x
Journey	Views	Delete	Delete journeys.	x	x
Journey	Views	View	View journeys.	x	x	x
Journey	eventDefinition	View	Add events to a journey.	x	x	x
Journey	viewsEncodings	View	Search for event attributes that are not predefined.	x	x
Journey	viewsJobs	Add	Calculate events (run journey queries).	x	x
Journey	viewsJobs	View	See the last calculation performed for a journey.	x	x	x
Journey	viewsResults	View	See calculated numbers for events in a journey.	x	x	x
Routing	Queue	View	View queues and queue memberships.	x	x	x

[NEXT] Was this article helpful?

Get user feedback about articles.

Assign the Journey Management role to users View summary

[NEXT] Was this article helpful?

Assign the Journey Management role to users