Configure your Genesys Cloud Organization

Configure your organization

You can access your Genesys Cloud administrative interface directly from Interaction Administrator. See Start Genesys Cloud from Interaction Administrator.

With your Genesys Cloud organization successfully provisioned and CIC user information synced within the organization, familiarize yourself with Genesys Cloud Admin features and configure your organization.

In the Admin menu:

• Overview – Proceed through administration setup tasks step by step.

  Further configure your organization by adding to the Genesys Cloud Admin profile, setting up groups, and more.

• Account Settings – Configure organization-wide account settings.

• Organization Settings - Disable Enforce Scopes.

  For Genesys Cloud Workforce Management, you must disable the Enforce Scopes option on the Genesys Cloud organization. This is the organization configured for Workforce Engagement within Interaction Administrator to establish the authenticated connection between the CIC server and Genesys Cloud.

  Click on the Settings tab. Scroll down to the bottom of the Settings page and verify Enforce Scopes is toggled OFF. Click Save to save the changes made to the organization.

  

  • You can see API Health errors in the Interaction Administrator Genesys Cloud Configuration dialog box, on the Integration Health view.

    

  • You are also alerted to the failure of the Genesys Cloud Connection in the Interaction Connect Workforce Engagement view.

    

• People and Permissions – Manage people in your organization and their permissions for various Genesys Cloud functions.

  Tip: Select People from the People & Permissions menu.

  If you configured PureConnect user accounts with Business email addresses before you configure the integration, Genesys Cloud for PureConnect syncs PureConnect user account data. PureConnect users then appear in the Genesys Cloud directory.

  If you integrate PureConnect with a Genesys Cloud organization that already contains Genesys Cloud users, synchronization adds the PureConnect users to the Genesys Cloud Directory. The PureConnect users co-exist with the existing Genesys Cloud-only users.

  

• Directory – Set up groups, locations, skills, and profile layouts and labels.

• Integrations - Review Genesys Cloud settings and check for updates.

• Documents – Administer storing, organizing, and sharing all types of files securely with Genesys Cloud's enterprise-level content repository.

For more information

Access the Genesys Cloud Resource Center at https://help.mypurecloud.com/ or click the question mark in the lower left corner. The Resource Center contains context-sensitive help, articles, videos, FAQ's, Genesys Cloud Release Notes, and more.