Configure IC Role Memberships

This dialog appears if you created users via a CSV user list or Add Users Assistant.

A role is a way to define a special group of people that require specific CIC client rights or Interaction Administrator access. You may have already assigned the users to roles in the User Worksheet. If you did, the entries you specified appear in the Configure IC Role Memberships dialog.

Use this dialog to review or modify existing role memberships, or specify new role memberships.

Note that IC Setup Assistant created the following default roles with pre-selected dialing classifications and other permissions:

• Administrator

• Agent

• Billable-Time User

• Business User

• Interaction Mobile Office

• Operator

• Supervisor

IC Setup Assistant provides minimal Role membership configuration, useful for planning purposes. After the IC Setup Assistant completes, complete your Role membership configuration in Interaction Administrator. For more information, see Interaction Administrator online help.

Manage Roles

Click Configure Roles to open the Manage Roles dialog, in which you can create a new role or modify an existing role by specifying its membership.

IC Survey Location: This information may be included in the IC Survey file. If so, the selection/value will appear in this dialog. You can review the contents of the IC Survey file by selecting View Survey in the Load IC Survey File dialog or opening it in a Pre-Install survey in the IC Survey system.