Edit 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 edit the groups synchronized with a specific role.

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. Click General.
  3. 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.

  4. Click Add/Edit Roles.

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

  5. Use the highlighted icons to edit the rolesClosedPermissions 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. synchronized with this group by moving them to and from the Assigned and Unassigned columns, then click Apply.
  6. Click Save.