Customize permissions
complete
Luke Andrews
complete
The new customizable roles and permissions feature has rolled out to all Pro and Enterprise customers!
Olivia Teich
in progress
David Patou
planned
Z
Zaffre Emu
We need our agents to basically only be able to see their own schedule, realtime monitoring, and agent scorecard. This is high priority for us.
C
Crimson Dove
Would really like for Admins to be able to select individual permissions for each role as needed within our unique environment. Rather than following standardized user roles
Ryan Wang
Merged in a post:
Customizable Roles
Y
Yacht club Alpaca
Create custom roles or edit existing roles. Giving team leads the ability to view all reports, but without the ability to change schedules, change templates, or manage time off. Team leads should to be able to monitor teammate performance so it is important for them to see reports.
Luke Andrews
under review
Shelton Wirth
Request for Standard vs. Basic role:
With Standard, agents can see the Staffing Timeline, but we want them to only see their own schedule. If we set them to Basic, then they can't see adherence.
Ideal state would be: a role where agents can see only their own schedule, AND see their adherence reporting.
T
Topaz Manatee
Shelton Wirth: In my view, Standard and Basic could have been just one role and with this role agents should be restricted to view their own adherence and own schedule only.
P
Pink Unicorn
We need to be able to lock permissions by role so we can have team leads with access to view automation configuration without the ability to change anything, can view and edit schedules but not able to create new events to schedule with. We would need managers to have access to view all configurations, such as an admin, without the ability to modify any configuration settings but can still edit schedules and pull reports. We would need our WFM team be the only ones set to admin with the ability to modify all configurations and no restrictions. This is so we can control the configurations ourselves while allowing the view only mode for transparency into our build.
Shelton Wirth
Specifically, Manager level (or anyone with scheduling permissions) should have permission to optimize schedules and edit access to Automations within Settings.
Also, Managers should have view-only access to the following sections within settings: Agent states, Queues and exclusions, Events, and Filters.
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