Security Profile WFM Tab: Planner Permissions
Required security profile permissions: Security Profile Edit.
This tab is only available when your environment is inContact WFO-enabled. When you create a new security profile, or modify an existing security profile, you can determine what kind of control users have over the specified components.
For more information, see Security Profiles Overview.
Requirement Runs
Enables users to:
- View — View your requirement runs on the Manage Requirement Runs page and to see the Planner New Requirements Run and Manage Requirements Run links in the WFMv2 Portal menu.
- Edit — Modify your requirement runs.
- List Others — View requirement runs created by others in the list on the Manage Requirement Runs page.
- View Others — View details about requirement runs created by other users.
- Edit Others — Edit requirement runs created by other users.
- Delete — Delete requirement runs created by other users.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | Create | List Others | View Others | Edit Others | Delete |
---|---|---|---|---|---|
Agent |
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Supervisor | |||||
Manager |
Service Profiles
Enables users to:
- Create — Create new service profiles on the Manage Service Profiles page and to see the Planning Service Profiles link in the WFMv2 Portal menu.
- List Others — View service profiles created by others in the list of service profiles.
- View Others — View details about service profiles created by other users.
- Edit Others — Modify service profiles created by other users.
- Delete — Delete service profiles created by other users.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | Create | List Others | View Others | Edit Others | Delete |
---|---|---|---|---|---|
Agent |
|||||
Supervisor | |||||
Manager |
Service Target Profiles
Enables users to:
- Create — Create new service target profiles on the Manage Service Profiles page and to see the Planning Service Target Profiles link in the WFMv2 Portal menu.
- List Others — View service target profiles created by other users in the list of service target profiles.
- View Others — View details about service target profiles created by other users.
- Edit Others — Modify service target profiles created by other users.
- Delete — Delete service target profiles created by other users.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | Create | List Others | View Others | Edit Others | Delete |
---|---|---|---|---|---|
Agent |
|||||
Supervisor | |||||
Manager |
Allocation Profiles
Enables users to:
- Create — Create new allocation profiles in the Manage Allocation Profiles page and to see the Planner Allocation Profiles % link in the WFMv2 Portal menu.
- List Others — View allocation profiles created by others in the list on the Manage Allocation Profiles page.
- View Others — View details about allocation profiles created by other users.
- Edit Others — Modify allocation profiles created by others.
- Delete Others — Delete allocation profiles created by others.
- Upload — Upload new allocation profiles.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | Create | List Others | View Others | Edit Others | Delete | Upload |
---|---|---|---|---|---|---|
Agent |
||||||
Supervisor | ||||||
Manager |
Upload Forecasts
Enables users to view or edit existing service target profiles or to create new ones.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | Upload |
---|---|
Agent |
|
Supervisor | |
Manager |