Set Up a Security Profile

This topic shows you how to enable applications and features for users in your contact center. Once you have a security profile enabled, you must assign it to users for it to allow and restrict data as you specified.

Complete each of these tasks in the order given.

Create a Security Profile

Required security profile permissions: Security Profile Create

  1. Use one of the following methods to create the security profile and give it a name: 

    • To create a new blank security profile:

      1. Click the app selector and select Admin.
      2. Go to Security Profiles.
      3. Click Create New.

      4. Enter a unique Name for the security profile.

      5. Enter a Description if you want one.

      6. For Create, select a blank Security Profile.

    • To quickly create a new security profile that copies an existing one:

      1. Click the app selector and select Admin.
      2. Go to Security Profiles.
      3. Open the security profile you want to copy.

      4. Click Copy.

      5. Enter a unique Name for the security profile.

      6. Enter a Description if you want one.

  2. Click Next.

  3. Enable permissions for each product and feature you want users to have. Some permissions, like User Settings and Security, are grouped. To see the permissions inside the groups, click Individual next to the group name.

  4. Click Next.

  5. If you have NICE CXone WFO enabled in your environment, enable permissions for each WFO feature you want users to have. This doesn't include the CXone-native WEM apps.

  6. Click Next.

  7. Enable permissions for each report you want users to have.

  8. Click Next.

  9. Restrict data access by CampaignsClosed A grouping of skills used to run reports., Teams, Assignable Profiles, Groups, and Business UnitsClosed High-level organizational grouping used to manage technical support, billing, and global settings for your CXone environment. For each data type, select whether you want users to access All & Future data of that type, None, or Custom.

  10. If you chose Custom for a data type, use the pop-up window to specify which entities of that data type the users can access. Click Done.

    New campaigns, teams, security profiles, groups, and business units aren't automatically added to custom lists when they're created. You must update the custom list if you want users to access the new data.

  11. Click Next.
  12. Click Create Security Profile.

Configure a Login Authenticator

Required security profile permissions: Login Authenticator Create

  1. Click the app selector and select Admin.
  2. Go to Login Authenticator.
  3. Click Create New.

  4. Enter a unique Name for the login authenticator.

  5. Enter a Description if you want one.

  6. Select System or SAML 2 as the Authentication Type.

  7. Click Create.

Assign Users to the Security Profile

Required security profile permissions: Users Edit

A user in your contact center must have one security profile assigned to them. The CXone interface allows you to assign users to security profiles individually. Repeat these steps for each user, or you can update multiple users at once using the user file upload feature.

  1. Click the app selector and select Admin.
  2. Go to Users.
  3. Open the user you want to edit.

  4. In the General tab, click Edit.
  5. In the Security section, use the Security Profile drop-down to select the security profile.

  6. Select a Login Authenticator.

  7. Click Done.