Set a Permission and Policy

Use the Administration page to set permissions and policies for a scope. For more information about scopes and individual permissions and policies, see Permissions and Policies.

To set a permission and policy

1. Open the Latitude by Genesys page.

2. In the menu bar, click Administration.

3. In the Navigation pane, do one of the following:

1. Expand one or more folders to locate the permission.

Tip: To expand all the folders and sub-folders, click the Expand Tree icon next to the Search box. To collapse all the folders and sub-folders, click the Collapse Tree icon next to the Search box.

2. Do the steps to Search for a Permission or System Code.

4. In the Navigation pane, click a permission. The panel for the selected permission appears. The following example shows the Access Payment Entry permission for the Administrator role.

Scope: Scope level at which to apply the permission (for example, system, role, user, branch). If a permission isn't available for a scope, the system displays a message.

Entity: Entity within the scope to which to apply the permission.

Expand Tree icon: Expands all folders and sub-folders.

Collapse Tree icon: Collapses all folders and sub-folders.

Search: Allows you to search for a permission.

Not Configured: Your organization didn't configure the permission at the selected scope and entity level. The selected scope and entity level can inherit the settings from a higher level.

Enabled: Permission applies at the selected scope and entity level.

Disabled: Permission doesn't apply at the selected scope and entity level, regardless of how it's configured at a higher level.

Policy: Rules to apply to the permission. In the example, the check boxes represent the policy. Not all permissions have policies.

Applies to: Scope and entity to which the permission selected in the Navigation tree applies.

5. In the toolbar, specify the scope and entity for the permission.

6. In the permission pane, select a configuration option (Not Configured, Enabled, or Disabled) for the selected scope and entity.

7. If there is a policy associated to the permission, configure the policy.

Note: Policies adhere to the strictest setting when combined. For example, you can set the PDC minimum amount higher for a role scope, and set it lower for a customer scope. Latitude follows the most restrictive setting, which is the lower amount set at the customer level.

8. Click Save Changes.

Related Topics

Search for a Permission or System Code

Permissions and Policies