Add Active Directory (AD) Groups for Role Synchronization

Required Permission — Allow System Configuration

Roles are collections of permissions that determine what users can do in Uptivity. You can relate roles to Active Directory (AD) group names so that user roles, associated QA Groups, and permissions are synchronized at each login based on AD group membership.

This topic explains how to add a group to AD Group Role Synch.

For more information, see Roles and Permissions Overview.

After making any changes on the Security page, the system requires an IIS restart for the changes to be reflected.

  1. In the NICE Uptivity Web Portal, click Configuration(missing or bad snippet)Web Portal Settings(missing or bad snippet)Security.
  2. Under Active Directory Settings, ensure the checkboxes are all selected.

    The checkboxes must be selected for the user to have access to features in Uptivity.

  3. Click Add Group.
  4. Enter the name of the AD group exactly as it appears in Active Directory.
  5. Click Add/Edit Roles.

    Adding a role is necessary for the feature to work, although it is not marked as required by the system.

  6. In the Unassigned column, click the role(s)ClosedPermissions and roles work together to define what users can do in NICE Uptivity. First, you create one or more roles and associate specific permissions with it. Then you assign the role(s) to user(s) so they have access to the information and functionality they need. that should be assigned to users in this AD group.
  7. Click > to move the selected roles to the Assigned column and then click Apply. You can alternatively click >> to move all the roles, and < or << to move roles back to Unassigned.
  8. Click Save.