About people and permissions
Learn how to add people to your organization, edit profiles, assign roles and permissions, manage pairings between organizations, and use divisions to separate and group configuration objects. Permissions allow users to do various tasks, such as create groups, set up integrations, and supervise contact center activity.
People
Add people to your organization one at a time or using bulk import from a CSV file. Edit user profiles, assign permissions, and assign a phone.
- Invite people to your organization
- Add people one at a time article" > Add people one at a time
- Add people with CSV file import article" > Add people with a CSV file import
- Opens the Manage People page article" > Manage People page
- Opens the Edit a user's profile article" > Edit a user’s profile
- Edit a user's configuration data article" > Edit a user’s configuration data
- Reset a user's password article" > Reset a user’s password
- Reset MFA devices of users article" > Reset MFA devices of users
- Opens the Track agent attrition article" > Track agent attrition
- Opens the Set a user as inactive article" > Set a user as inactive
- Set the status of multiple users article" > Set the status of multiple users
- Turn on auto answer for agents article" > Turn on auto answer for agents
- Opens the User skills overview article" > User skills overview
- Delete someone from your organization
Roles and permissions
Add or remove permissions for people in the organization. Create roles for assigning customized sets of permissions.
- Roles and permissions overview article" > Roles and permissions overview
- Assign roles, divisions, licenses, and add-ons
- Product, roles and permissions list
- Work with roles and permissions article" > Work with roles and permissions
- Opens the Add roles article" > Add roles
- Opens the Edit a role article" > Edit a role
- Automatically backfill roles with new permissions
- Check a user's permissions article" > Check a user’s permissions
- Roles and permissions for authorized users
- Opens the Permission conditions article" > Permission conditions
- Identify unused roles and permissions
Authorized organizations
Manage the pairing between two Genesys Cloud organizations. Manage authorized users and groups. See organizations that you can work in, and see who can work in your organization.
Divisions
Understand the concept of divisions, and learn how to create and configure a division. Assign roles to divisions, assign roles to groups, assign people to roles, etc.
- Opens the Divisions overview article" > Divisions overview
- All division assignment article" > Overview of All division assignment
- Opens the Create a division article" > Create a division
- Grant a role and a division to a user
- Assign divisions to users from role membership
- Move objects from one division to another
- Opens the Delete a division article" > Delete a division
- Check a user's permissions article" > Check a user’s permissions
- Assign roles to a group article" > Assign roles to a group
- Use divisions to manage access to outbound dialing objects
Access Policies
Manage Attribute-based access control (ABAC) policies, also known as Access Policies, that provide additional access control granularity for users. Learn to create access policies from scratch and by using policy templates.
- Based Access Control overview article" > Access Policies overview
- Opens the Create Access Policies article" > Create Access Policies
- Restricted fields value list article" > Restricted fields value list
- Open the View Access Policies article" > View Access Policies
- Opens the Edit Access Policies article" > Edit Access Policies
- Opens the Enable Access Policies article" > Enable Access Policies
- Opens the Delete Access Policies article" > Delete Access Policies
Users Rules
Users rules define the logic that automatically associates users, groups, or learning modules based on specific inclusion or exclusion criteria. Each rule consists of configurable conditions that the system evaluates during auto-assignment, helping administrators streamline user management and reduce manual effort. The Rule Management page provides a centralized workspace where administrators can view, configure, and maintain rules.
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