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About the Resource Center

Edit a role

The Edit Role page lets you configure the name, description, and permissions for a role.
Notes:
  • You can manually add new permissions to the default role.
  • If you have selected to backfill roles with new permissions automatically, then Genesys Cloud assigns permissions automatically for new features as they become available.
  • To restore the original permission settings for a default role, click Restore Default Role. When you select this option, the system displays the number of users affected by this action. The number includes members paired with authorized organizations.
  • When a broader permission is divided into more specific ones, the original permission is replaced with the current new set of permissions. For example, if an existing permission to manage a widget is divided in to view widget and edit widget, then the original manage widget permission is replaced by the two granular permissions.
  • It can take up to five minutes for permission updates to make their way through Genesys Cloud and take effect.

Edit a role

  1. Click Admin.
  2. Under People and Permissions, click Roles and Permissions.
  3. Click Menu > User Management > Roles and Permissions.
  4. Search for or navigate to the role you want to edit.
  5. Click More.
  6. Click Edit Role.
  7. On the Roles tab, do the following:
    • Enter a new name for the role in the Name field if needed.
    • Enter details about the purpose of the role in the Description field.
  8. On the View Permissions tab, under Permissions click a category to expand it and do the following:
    • To add permissions, enable the check box.
    • To remove a permission, clear the check box.
  9. Click Save.