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Access to Organizations

The presence of the Portal Management portlet in Interaction Web Portal depends on a user's role and not an assigned feature. This portlet only appears if the user is an administrator.

The following tables indicate which user roles are required to perform organization-related tasks.

Create, Delete, and Save Basic Organization Information

Task

Master Admin

Organization Admin

Delegated Admin

Create and delete all organizations.

X

 

 

Delete an organization to which he/she is assigned.

N/A

X

 

Save an organization.

X

X

 

Organization Assignments 

Task

Master Admin

Organization Admin

Delegated Admin

Assign a workgroup to an organization.

X

 

 

Assign a CIC server to an organization.

X

 

 

Assign Media Services path and URL.

X

 

 

Reporting Tasks

Task

Master Admin

Organization Admin

Delegated Admin

Assign reports to an organization.

X

 

 

Configure Report settings.

X

X

 

User-Related Tasks

Task

Master Admin

Organization Admin

Delegated Admin

Create and delete users.

X

X

 

Modify user information.

X

X

X

Add or delete user roles or features.

X

X1

X2

1 An Administrator cannot add or remove the user role or features for a Master Administrator.

2 A Delegated Administrator cannot add or remove the user role or features for a Master Administrator or Organization Administrator.

Other Configuration Tasks

Task

Master Admin

Organization Admin

Delegated Admin

Configure service-level settings.

X

X

 

Create, delete, or save system announcements.

X

 

 

Create, delete, or save organization announcements.

X

X

 

Modify security (password policy) settings.

X

X

 

Create or delete a portal logo

X

X

 

See Also

Access to Recordings

Access to Statistics

Access to Call Monitoring