Security Profile WFM Tab: WFM Workstation Operations 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.
Update Forecasts
Enables users to:
- View —
- Edit —
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | View | Edit |
---|---|---|
Agent |
||
Supervisor | ||
Manager |
Performance
Enables users to:
- View — View the performance and staffing charts on the Performance Optimizer page and to see the Operations Performance link in the WFMv2 Workstation menu.
- Edit — Set parameters and run reports on the Performance Optimizer page.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | View | Edit |
---|---|---|
Agent |
||
Supervisor | ||
Manager |
Performance Reports
Enables users to:
- View — View the performance and staffing charts on the Performance Reports page and to see the Operations Performance Reports link in the WFMv2 Workstation menu.
- Edit — Set parameters and run reports on the Performance Reports page.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | View | Edit |
---|---|---|
Agent |
||
Supervisor | ||
Manager |
Bid Segment Reporting
Enables users to:
- View — View the bid segment reports on the Bid Segment Reports page and to see the Bidding Service Profiles link in the WFMv2 Workstation menu.
- Edit — Set parameters and run bid segment reports.
By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled:
Security Profile | View | Edit |
---|---|---|
Agent |
||
Supervisor | ||
Manager |