An administrator from the Genesys Cloud organization in which the authorized users and groups work must assign the appropriate permissions to them. For example, in a customer-to-partner scenario, a customer must assign the appropriate permissions to the users and groups from the partner. Roles are predefined sets of permissions that streamline the process of assigning permissions.

Access control for authorized users and groups

Be aware of access control when you allow authorized groups or users the access to work in another organization. Genesys Cloud automatically grants authorized groups or users access to all divisions assigned to the roles that the member receives by pairing with the organization. 

Permissions for authorized users and groups

This table lists all the permissions that are available for authorized users and groups. You can assign any permission to any user or groups.

Minimum permissions

All external authorized users and groups require the following permissions.

Trusted External User role

An administrator must assign the Trusted External User role or the minimum permissions to all authorized external users and groups who work in the organization.

Master Admin role

In the typical customer-to-partner scenario, it is common for customers to assign the Master Admin role to the authorized users from their partner. The default Master Admin role has all the permissions that are necessary for a user or group to administer your organization. When you seek assistance, Customer Care may require other permissions and roles.

If you do not want to assign the Master Admin role to an authorized user or group from another organization, create custom roles that contain only the permissions you want to assign. 

Example of a custom role (Authorized User Admin)

Here is an example of a custom role that provides the minimum permissions that are necessary for an authorized user or group.

1. Add a custom role called Authorized User Admin.

2. Assign the following rights to the Authorized User Admin role.

Example of a custom role (Trusted External User)

Here is an example of a custom role that provides the minimum permissions that are necessary for an authorized user or group. 

1. Add a custom role called Trusted External User.

2. Assign the following rights to the Trusted External User role.

Minimum permissions for partners

If you are a partner and you want to work with your clients, you must have the following permissions:

View your clients

To view your clients, you must have a role with these permissions:

• Affiliate Organization > Clients > View
• > View
• Authorization > Org Trustee > View

Pair with your clients

To pair with your clients, you must have a role with these permissions:

• Authorization > Org Trustee > Add
• Affiliate Organization > Clients > Pair
• Affiliate Organization > Clients > View
• External Contacts > External Organization > View