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

Page Details: Security Profile Planner WFM Permissions

Required security profile permissions: Security Profile Edit.

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

         
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  

Related Tasks