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Access to Features in the Agent Portal

Agents must have certain licenses to access the features in the portal. If an agent doesn't have the appropriate license, the related feature does not appear in the portal.

The following features always appear in the portal and don't require a license:

  • Agent Information portlet

  • Statistics portlet

  • Wrap-up Codes portlet (if the agent has wrap-up codes for the specified period)

  • Recordings portlet (as long as at least one tab is enabled)

  • Trends portlet (as long as at least one series is enabled)

The following table describes the licenses that are required for each feature.

Feature

Required Licenses

Notes

Quality Average portlet

I3_ACCESS_RECORDER_QUALITYMONITORING

 

Satisfaction Average portlet

I3_ACCESS_FEEDBACK

 

Work Schedule portlet

I3_ACCESS_OPTIMIZER

I3_OPTIMIZER_SCHEDULABLE

 

Recordings portlet

 

 

At least one tab is required.

   Recent tab

 

 

At least one column is required.

   Pending tab

I3_ACCESS_RECORDER_QUALITYMONITORING

 

   Satisfaction columns

I3_ACCESS_FEEDBACK

 

   Quality columns

I3_ACCESS_RECORDER_QUALITYMONITORING

 

   Open button

I3_ACCESS_RECORDER_CLIENT, I3_ACCESS_RECORDER_QUALITYMONITORING, or I3_ACCESS_FEEDBACK

 

   Search All Recordings link

I3_ACCESS_RECORDER_CLIENT, I3_ACCESS_RECORDER_QUALITYMONITORING, or I3_ACCESS_FEEDBACK

 

Trends portlet

 

At least one series is required.

   Quality series

I3_ACCESS_RECORDER_QUALITYMONITORING

 

   Satisfaction series

I3_ACCESS_FEEDBACK

 

Recording Viewer Search Options

 

 

   All recordings

I3_ACCESS_RECORDER_CLIENT

 

  Scored recordings only

I3_ACCESS_RECORDER_QUALITYMONITORING

 

  Surveyed recordings only

I3_ACCESS_FEEDBACK

 

  Scorecard recordings and surveyed interactions

I3_ACCESS_FEEDBACK

 

   Play recording

I3_ACCESS_RECORDER_CLIENT