inContact WFO Admin > SecurityProfiles > WFMModal > Page Details: Security Profile Capacity Planner WFM Permissions

Page Details: Security Profile Capacity Planner WFM Permissions

Required security profile permissions: Security Profile Edit.

Capacity Planning Runs

Enables users to:

  • Create — Create new capacity planning runs on the New Capacity Planning Run page and the Manage Capacity Planning Runs pages and to see the Capacity Planner New Capacity Planning Run and Manage Capacity Planning Runs links in the WFMv2 Portal menu.
  • List Others — View capacity planning runs created by other users in the list of capacity planning runs.
  • View Others — View details of capacity planning runs created by other users.
  • Edit Others — Modify capacity planning runs created by other users.
  • Delete Others — Delete capacity planning 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 Others

Agent

         
Supervisor          
Manager          

Service Profiles Capacity Planning

Enables users to:

  • Create — Create new service profiles on the Manage Service Profiles page and to see the Capacity Planner Service Profiles link in the WFMv2 Portal menu.
  • List Others — View service profiles created by other users in the list of service profiles.
  • View Others — View details of 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 Others

Agent

         
Supervisor          
Manager          

Service Target Profiles Capacity Planning

Enables users to:

  • Create — Create new service target profiles on the Manage Service Profiles page and to see the Capacity Planner 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 Others

Agent

         
Supervisor          
Manager          

Capacity Report Viewer

Enables users to:

  • View — View reports from the Capacity Report page and to see the Capacity Planner View Reports link in the WFMv2 Portal menu.
  • Edit — Download reports from the Capacity Report page.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile View Edit

Agent

   
Supervisor    
Manager    

Workbooks

Enables users to:

  • View — View workbooks in the Capacity Planning Workbooks page and to see the Capacity Planner Workbooks link in the WFMv2 Portal menu.
  • Edit — Modify and copy existing workbooks in the Capacity Planning Workbooks page.
  • View Others — See the workbooks created by others in the Capacity Planning Workbooks page.
  • Edit Others — Modify the workbooks created by others in the Capacity Planning Workbooks page.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile View Edit View Others Edit Others

Agent

       
Supervisor        
Manager        

Export Forecasts

Enables users to export forecasts on the Export Forecast Breakdown page and to see the Capacity Planner Export Forecasts link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile View

Agent

 
Supervisor  
Manager  

Configure Capacity Reports

Enables users to:

  • View — Run custom reports on the Custom Report Configuration page and to see the Capacity Planner Configure Reports link in the WFMv2 Portal menu.
  • Edit — Modify custom report settings and parameters.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile View Edit

Agent

   
Supervisor    
Manager    

Site Data

Enables users to:

  • View — View and download site data and to see the Capacity Planner Site Data link in the WFMv2 Portal menu.
  • Edit — Modify site data.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile View Edit

Agent

   
Supervisor    
Manager    

Site Allocation Tables

Enables users to:

  • Create — Create new tables in the Manage Site Allocation Tables page and to see the Capacity Planner Site Allocation Tables link in the WFMv2 Portal menu.
  • View — View existing tables in the Manage Site Allocation Tables page.
  • Edit — Modify and delete existing tables in the Manage Site Allocation Tables page.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Create View Edit

Agent

     
Supervisor      
Manager      

Configure Data Items

Enables users to:

  • View — View the data items on the Configure Site Data Items page and to the Capacity Planner Configure Data Items link in the WFMv2 Portal menu.
  • Edit — Create new data items, modify or delete existing ones, and to lock and unlock data items.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile View Edit

Agent

   
Supervisor    
Manager    

Allocation Profiles

Enables users to:

  • Create — Create new allocation profiles in the Manage Allocation Profiles page and to see the Capacity 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 Others Upload

Agent

           
Supervisor            
Manager            

Upload Forecasts

Enables users to upload forecasts in the Upload Forecast Data module and to see the Capacity Planner Upload Forecasts link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Upload

Agent

 
Supervisor  
Manager  

Blockage Percentages

Enables users to view and filter the blockage percentages on the Current Blockage Percentages table, upload new blockage percentages, and to see the Capacity Planner Upload Blockage Percentages link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Upload

Agent

 
Supervisor  
Manager  

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