Set Up Users for Workforce Management (IEX Integrated)

Workforce Management (IEX Integrated) User Synchronization

  • User synchronization (sync) between your NiCE CXone ACD and Workforce Management (IEX Integrated) is an automated, one-way process.
  • Manual synchronization is not supported.
  • User account additions and changes sync from NiCE CXone ACD to IEX WFM every 15 minutes by default. This interval can be changed by your Account Representative if necessary.
  • User sync is enabled at your initial implementation and remains enabled at all times except in special circumstances.

Agents will not be able to see their IEX WFM schedules in MAX if user sync is disabled.

Workforce Management (IEX Integrated) User Account Management

User accounts are created and maintained in your business unitClosed High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system. in the NiCE CXone cloud. Your Workforce Management (IEX Integrated) tenant can integrate with multiple NiCE CXone ACD business units. However, you cannot link multiple Workforce Management (IEX Integrated) tenants to a single NiCE CXone business unit. Your Account Representative will discuss the best architecture for your company during your initial implementation.

If you have multiple NiCE CXone ACD business units, each maps to an "acd" in Workforce Management (IEX Integrated). Each agent is assumed to work only in a single business unit. The integration does not support combining, summarizing, or unifying individual agent data across NiCE CXone ACD business units.

Set Up NiCE CXone User Accounts for Workforce Management (IEX Integrated)

  1. Create the user account in the NiCE CXone Admin app.
  2. Assign the user to a team that has the WFM Advanced feature enabled.
  3. If you want the user to be able to see their Workforce Management (IEX Integrated) schedule, assign them a security profile with the ACD > MAX > Agent Schedule permission enabled.
  4. Let Workforce Management (IEX Integrated) sync the ACD user profile data from the ACD app.