Manage Roles

Create a new role or modify an existing role by specifying its membership.

Roles

To create a new role, click Add. In the Add Role Name dialog, and type a role name that will represent a set of attributes and permissions that you want to assign to specified users. An example of a role name might be Agent or Sales.

To delete the selected role, click Delete.

Note: IC Setup Assistant assigns users to roles only. You can assign workgroups to roles in Interaction Administrator.

Members Tab

Specify the membership of the selected role.

Available

User names in the Available list are registered on the CIC Server but are not members of this role. To add one of these users to this role, select it and click>>. The name appears in Selected list.

Selected

User names in the Selected list are members of this role. To remove a user from this role, select it and click <<. The name appears in the Available list.

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.