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.

按照給定的順序完成每一個任務。

Create a Security Profile

所需的安全性設定檔權限:建立安全性設定檔

  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 管理.
      2. Go to Security Profiles.
      3. 點擊新建

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

      4. 點擊複製

      5. Enter a unique Name for the security profile.

      6. Enter a Description if you want one.

  2. 點擊下一步

  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. 點擊下一步

  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. 點擊下一步

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

  8. 點擊下一步

  9. Restrict data access by Campaigns不營業 用於執行報告的一組技能。, Teams, Assignable Profiles, Groups, and Business Units不營業 用於管理 CXone 環境的技術支援、計費和全域設定的高級組織分組. 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. 點擊完成

    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. 點擊下一步
  12. Click Create Security Profile.

配置登入驗證程式

所需的安全性設定檔權限:建立登入驗證程式

  1. Click the app selector and select 管理.
  2. Go to Login Authenticator.
  3. 點擊新建

  4. Enter a unique Name for the login authenticator.

  5. Enter a Description if you want one.

  6. 系統?? 中選擇驗證類型

  7. 點擊建立

Assign Users to the Security Profile

所需的安全性設定檔權限:編輯使用者

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

  4. 一般標籤中,點擊編輯
  5. In the Security section, use the Security Profile drop-down to select the security profile.

  6. Select a Login Authenticator.

  7. 點擊完成