Assign roles, divisions, licenses, and add-ons

AI-generated summary

Genesys Cloud Resource Center provides administrators with comprehensive tools for managing organizational access and licensing through role assignment, division management, and add-on allocation. Role and license assignment are directly correlated, with each role's license cost determined by its most expensive assigned permission. Administrators can assign roles to individual users through the User Management > Users interface by editing user profiles and selecting from a searchable role list, with the option to apply division-specific restrictions. For bulk operations, roles can be assigned to multiple users simultaneously via the Manage Roles and Permissions page using search filters by individual, group, division, manager, or location. When Division-Aware Role Management is enabled at the organization level, administrators must hold relevant per-division permissions to grant role access. Licensing add-ons are assigned through the Divisions & Licenses tab in a user's profile, with available add-ons indicated by an asterisk next to the user license. Administrators can also view users assigned to specific roles by navigating to Menu > User Management > Roles and Permissions, locating the desired role, selecting the More option, and clicking Change Membership to display current role assignments. Required permissions for these administrative functions include Authorization > Grant > Add, Authorization > Grant > View, and Authorization > Role > View. The platform includes a feedback mechanism for reporting documentation issues such as inaccurate information, outdated content, or navigation difficulties, and provides related resources covering people and permissions, access control, role identification and management, division-based object transfers, role editing, licensing s, and coaching appointment features

PrerequisitesClick to expand

Important: The license that each role uses corresponds to the most expensive permission assigned to the role. The license represents the cost associated with assigning the role.

Assign roles and divisions

Assign additional roles and divisions for members of your organization who should have more permissions than the default employee role allows. For more information, see Roles and permissions overview. Roles and permissions are directly associated to license assignment. You can assign a role to an individual, and you can assign individuals to a role.

Assign a role to an individual. Assign one or more roles to an individual by opening a user’s profile in the administrator view. If a role does not meet the user’s existing license assignment, administrators can update the user to the appropriate license.
Assign people to a role. Assign roles to several people at once from the Manage Roles and Permissions page.

Note: If the Division-Aware Role Management setting is enabled at the organization level, then admins must have the relevant permission on a per-division basis to provide role grants for users. For more information, see .

Assign a role and divisions to an individualClick to expand

Click Admin.
Under People and Permissions, click People.
Click Menu > User Management > Users.
Find a user using search or by paging through the list.
Click More and from the menu that appears, click Edit Person. The view opens to the Roles tab.
Under View, select All.
In the Search box, begin typing the first few letters of the role you want to add and select it from the list.
In the Assigned column, click to enable the role for the user.
(Optional) To add divisions to the role, do the following:
1. Click in the Divisions box.
2. Begin typing the first few letters of the division you want to add and select it from the list.
Repeat steps 6–8 to assign additional roles.
Repeat steps 5–7 to assign additional roles.
Click Save.

Assign people to a roleClick to expand

Click Admin.
Under People and Permissions, click Roles/Permissions.
Click Menu > User Management > Roles and Permissions.
Locate the role to which to assign people.
In the Actions column, click More .
From the menu that appears, click Change Membership.

From the Search list:

Select this…	To do this…
Search	Assign the role to individuals
By Group	Assign the role to members of groups
By Division	Assign the role to members of divisions
Reports To	Assign the role to people with the same manager
Location	Assign the role to people at the same location

In the field, begin typing a search query and select from the suggestion menu.
Choose people by selecting check boxes, or select all people by selecting the check box in the column header.
Click Save.

Assign a licensing add-on

To unlock the desired roles and permissions, you must assign the minimum required license. For more information about licenses, see Manage Licenses and Billing FAQs.

Assign an add-onClick to expand

The Divisions & Licenses tab helps administrators clarify options when configuring a user’s add-on options. If an add-on is available to the user, it appears on the Divisions & Licenses tab under Available Add-ons. When a user is assigned an add-on, an asterisk appears next to the user license. Hover over the asterisk to view the add-on.

Click Admin.
Under People and Permissions, click People.
Click Menu > User Management > Users.
Search for or navigate to the user for which you want to assign an add-on.
Click More .
From the menu that appears, click Edit Person.
On the Divisions & Licenses tab, under Available Add-ons select the license to assign to this user.
Click Save.

View users assigned to a role

View users assigned to a roleClick to expand

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Assign roles and divisions

Assign additional roles and divisions for members of your organization who should have more permissions than the default employee role allows. For more information, see . Roles and permissions are directly associated to license assignment. You can assign a role to an individual, and you can assign individuals to a role.

Assign a role to an individual. Assign one or more roles to an individual by opening a user’s profile in the administrator view. If a role does not meet the user’s existing license assignment, administrators can update the user to the appropriate license.

Assign people to a role. Assign roles to several people at once from the Manage Roles and Permissions page.

Assign a role and divisions to an individualClick to expand

Click Admin.
Under People and Permissions, click People.
Click Menu > User Management > Users.
Find a user using search or by paging through the list.
Click More and from the menu that appears, click Edit Person. The view opens to the Roles tab.
Under View, select All.
In the Search box, begin typing the first few letters of the role you want to add and select it from the list.
In the Assigned column, click to enable the role for the user.
(Optional) To add divisions to the role, do the following:
1. Click in the Divisions box.
2. Begin typing the first few letters of the division you want to add and select it from the list.
Repeat steps 6–8 to assign additional roles.
Repeat steps 5–7 to assign additional roles.
Click Save.

Assign people to a roleClick to expand

Click Admin.
Under People and Permissions, click Roles/Permissions.
Click Menu > User Management > Roles and Permissions.
Locate the role to which to assign people.
In the Actions column, click More .
From the menu that appears, click Change Membership.

From the Search list:

Select this…	To do this…
Search	Assign the role to individuals
By Group	Assign the role to members of groups
By Division	Assign the role to members of divisions
Reports To	Assign the role to people with the same manager
Location	Assign the role to people at the same location

In the field, begin typing a search query and select from the suggestion menu.
Choose people by selecting check boxes, or select all people by selecting the check box in the column header.
Click Save.

Assign a licensing add-on

To unlock the desired roles and permissions, you must assign the minimum required license. For more information about licenses, see Manage Licenses and Billing FAQs.

Assign an add-onClick to expand

Click Admin.
Under People and Permissions, click People.
Click Menu > User Management > Users.
Search for or navigate to the user for which you want to assign an add-on.
Click More .
From the menu that appears, click Edit Person.
On the Divisions & Licenses tab, under Available Add-ons select the license to assign to this user.
Click Save.

View users assigned to a role

View users assigned to a roleClick to expand

Assign roles, divisions, licenses, and add-ons

Assign roles and divisions

Assign a licensing add-on

View users assigned to a role

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Assign roles, divisions, licenses, and add-ons

Assign roles and divisions

Assign a licensing add-on

View users assigned to a role

[NEXT] Was this article helpful?