Manage roles and permissions for QM and Analytics

A role is a collection of permissions.

A permission controls which applications and actions are available to a user who has been assigned a role. For example, if a user has been assigned the supervisor role and the supervisor role has been assigned the Create Contact permission, then that user can create contacts.

A license defines which roles are entitled to use specific Calabrio ONE functionality. For example, if the Access license is assigned to the supervisor role, then supervisors can monitor and evaluate agents.

Defining roles

In Calabrio ONE, roles define what features each user has access to. Calabrio ONE includes three default roles: administrator, agent, and supervisor. You cannot delete default roles. The Select A Role section allows you to define new roles, to which you can associate licenses and assign permissions.

The available permissions are based on the features and default roles that are available to you. If you select a permission that requires other permissions, the required permissions are automatically selected. You can access only the pages that your permissions allow.

Users can be assigned one or multiple roles and, as a result, can access all the features associated with those roles and permissions.

The supervisor, agent, and administrator roles are included by default. You can rename them and change the optional permissions associated with them. You can also add new roles as needed.

NOTE   Permissions that are required for a default role cannot be changed and are unavailable.

Scope defines the groups and teams within the role’s control. See Manage groups for QM and Analytics; Manage teams for QM and Analytics; and Manage views for QM.

EXAMPLE   If a supervisor is assigned to groups A and B, the supervisor’s scope includes all the agents in both groups.

NOTE   All roles must be associated with one or more license types.

Calabrio ONE licensing

For each product, role, and license type, there are a specific number of seats or user licenses available. Each active Calabrio ONE user is associated with one or more licenses and each active user can have one or more roles. License seats are counted by the number of active users specified with that licensed role.

NOTE   Beginning with Calabrio ONE Version 10.0, all customers must have a set number of seats and licenses for each active user.

There are three types of licenses available, based on the user’s role:

  • Data license
  • Access license
  • Administrative license

See About QM and Analytics licenses for more information on licensing.

Procedures

Create a new role

  1. Click Create New Role.
  2. Enter the name of the role.
  3. Click Save.

New roles that you create are added to the list of roles.

Change the name of a role

  1. Select a role from the Roles table, and then click Edit (the pencil icon).
  2. Enter the new name of the role.
  3. Click Save.

Delete a role

  • Select a role from the Roles table, and then click Delete (the X icon).

    NOTE   Default roles cannot be deleted.

Associate a role to a license type

  • In the Licenses table, select or clear the check box for each license type under the column for a specific role that you want to associate to that license type.

    NOTE   The Used and Available fields indicate the number of seats you have used and the total number of seats to which you are entitled.

Edit a role’s permissions

  • In the Permissions table, select (assign) or clear (unassign) the check box for each permission under the column for a specific role.

Permissions

The permissions table allows you to assign specific permissions to default and custom roles.

Permissions are separated by category in the permissions table. The following headings correspond to the permissions table categories.