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Learn how to add people to your organization, edit profiles, assign roles and permissions, manage pairings between organizations, and use divisions to separate and group configuration objects. Permissions allow users to do various tasks, such as create groups, set up integrations, and supervise contact center activity.
Manage how users are set up and maintained across the organization. Define access, assign roles and responsibilities, and ensure accounts remain aligned with business needs, security requirements, and system configuration throughout the user lifecycle, including onboarding, updates, and access control.
Add and set up people
View and manage people
Manage access and lifecycle
Add or remove permissions for people in the organization. Create roles for assigning customized sets of permissions.
Manage the pairing between two Genesys Cloud organizations. Manage authorized users and groups. See organizations that you can work in, and see who can work in your organization.
Understand the concept of divisions, and learn how to create and configure a division. Assign roles to divisions, assign roles to groups, assign people to roles, etc.
Manage Attribute-based access control (ABAC) policies, also known as Access Policies, that provide additional access control granularity for users. Learn to create access policies from scratch and by using policy templates.
Users rules define the logic that automatically associates users, groups, or learning modules based on specific inclusion or exclusion criteria. Each rule consists of configurable conditions that the system evaluates during auto-assignment, helping administrators streamline user management and reduce manual effort. The Rule Management page provides a centralized workspace where administrators can view, configure, and maintain rules.
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