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.

이러한 작업을 각각 지정된 순서대로 완료합니다.

Create a Security Profile

필수 보안 프로필 권한: 보안 프로필 생성

  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 관리자.
      2. Go to Security Profiles.
      3. 새로 만들기를 클릭합니다.

      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 관리자.
      2. Go to Security Profiles.
      3. Open the security profile you want to copy.

      4. 복사를 클릭합니다.

      5. Enter a unique Name for the security profile.

      6. Enter a Description if you want one.

  2. 다음을 클릭합니다.

  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. 다음을 클릭합니다.

  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. 다음을 클릭합니다.

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

  8. 다음을 클릭합니다.

  9. Restrict data access by Campaigns종료 보고서를 실행하는 데 사용되는 스킬 그룹화입니다., Teams, Assignable Profiles, Groups, and Business Units종료 고급 조직 그룹화는 CXone 환경을 위해 기술 지원, 청구 및 글로벌 설정을 관리하는 데 사용됩니다.. 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. 완료를 클릭합니다.

    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. 다음을 클릭합니다.
  12. Click Create Security Profile.

로그인 인증기 구성

필수 보안 프로필 권한: 로그인 인증기 생성

  1. Click the app selector and select 관리자.
  2. Go to Login Authenticator.
  3. 새로 만들기를 클릭합니다.

  4. Enter a unique Name for the login authenticator.

  5. Enter a Description if you want one.

  6. 시스템, ? 또는 ?에서 인증 형식을 선택합니다.

  7. 만들기를 클릭합니다.

Assign Users to the Security Profile

필수 보안 프로필 권한: 사용자 편집

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 관리자.
  2. Go to Users.
  3. Open the user you want to edit.

  4. 일반 탭에서 편집을 클릭합니다.
  5. In the Security section, use the Security Profile drop-down to select the security profile.

  6. Select a Login Authenticator.

  7. 완료를 클릭합니다.