Genesys Cloud provides functionality to view a client's profile through the Resource Center. Users must possess specific permissions including Affiliate Organization > Clients > View External Contacts, External Organization > View Authorization, and Org Trustee Group > View access. To access a client profile, navigate to Menu > IT and Integrations > Clients, then search for the appropriate client by name or organization ID. Clicking the client's name in the Name column opens the client's dashboard where profile information can be viewed. This feature is part of Genesys Cloud's client management capabilities and integrates with related functions such as OAuth client creation and supported content profile management.
You must have a role with the following permissions:
Affiliate Organization > Clients > View
External Contacts > External Organization > View
Authorization > Org Trustee Group > View
From the Genesys Cloud menu, click Clients.
Navigate to Menu > IT and Integrations > Clients.
Search for and navigate to the appropriate client. You can search by name or org ID.
In the Name column, click the client’s name. The client’s dashboard opens.