Altocloud permissions overview


To use Altocloud features, you need the permissions described here. For more information about PureCloud’s feature permissions, see Roles and permissions overview and Product, roles, and permissions list.

To see Altocloud features, make sure that your role includes the appropriate permissions or contact an administrator for assistance.

Add Altocloud permissions

Assign Altocloud administrator permissions to the user’s appropriate administrator role, and assign Altocloud agent permissions to the user’s appropriate agent role. When you add Altocloud permissions to a user’s role, the user automatically receives the Altocloud license and PureCloud charges the organization accordingly.

  1. Click Admin.
  2. Under People and Permissions, click Roles/Permissions.
  3. Optionally use the Search filter to locate the appropriate role.
  4. In the role’s row, click Edit Role.
  5. Click the Permissions tab and click All Permissions.
  6. Select the appropriate Altocloud permissions and click Save.

Altocloud roles and permissions


Altocloud bases permissions on tasks or job functions. An administrator from the PureCloud organization must assign the appropriate permissions to the selected user or users. 

Action maps

An action map represents the steps that Altocloud takes to engage selected customers to achieve a particular result. Action map permissions allow you to create and manage those steps.

This permission Allows these actions
Journey > Action Map > Add Create and design new action maps.
Journey > Action Map > Delete Delete action maps.
Journey > Action Map > Edit Edit action maps.
Journey > Action Map > View View existing action maps.

Action targets

The action target permission enables you to view the queue associated with an action map and determine routing behavior. 

This permission Allows these actions
Journey > Action Target > View View existing action targets.

Customers

Customer permissions allow you to create new customers and see details about them, including their visit history.

This permission Allows these actions
Journey > Customer > Add Create new customer records.
Journey > Customer > View View existing customers.

Event

The event permission enables you to view customer behavior on the website. For example, when a customer performs a search or adds an item to a cart.

This permission Allows these actions
Journey > Event > View View existing events.

Outcome

To assist customers in achieving the organization’s business goals, first define each business goal as an outcome. Outcome permissions help you create and manage those goals.

This permission Allows these actions
Journey > Outcome > Add Create new outcomes.
Journey > Outcome > Delete Delete outcomes.
Journey > Outcome > Edit Edit outcomes.
Journey > Outcome > View View existing outcomes.

Reports

The Action Map Analytics report helps you to gauge the effectiveness of your action maps. The Visitor Activity report helps you to track how visitors use your website. The Action Map Analytics report requires the Journey > Action Map > View permission to view action map analytics.

This permission Allows these actions
Journey > Report > View View existing reports.
Journey > Action Map > View View action maps in the Action Map Analytics report.

Segments

A segment represents a group of customers who share some characteristic or who all behave the same way on your website. Segment permissions enable you to create and manage those groups.

This permission Allows these actions
Journey > Segment > Add Create new segments.
Journey > Segment > Delete Delete segments.
Journey > Segment > Edit Edit segments.
Journey > Segment > View View existing segments.

Settings

Settings permissions allow you to manage and view Altocloud settings, including the ability to add your domain name, define search queries, and view your tracking snippet.

This permission Allows these actions
Journey > Settings > Edit Edit settings.
Journey > Settings > View View existing settings; for example, view the tracking snippet.

Smart tags

Smart tags refine visitor activity tracking on your webpages. Use smart tag permissions to enhance how you track web activity.

This permission Allows these actions
Journey > Snippet > Add Create new smart tags.
Journey > Snippet > Delete Delete smart tags.
Journey > Snippet > Edit Edit smart tags.
Journey > Snippet > View View existing smart tags.

Visit

The visit permission allows you to see Live Now live tracking information about visitors who are currently on your website.

This permission Allows these actions
Journey > Visit > View View visits.

Web chat deployment

The web chat deployment permissions enable you to create widgets for web chats with Altocloud. 

This permission Allows these actions
Widgets > Widget Deployment > Add Create new widget deployments.
Widgets > Widget Deployment > Delete Delete widget deployments.
Widgets > Widget Deployment > Edit Edit widget deployments.
Widgets > Widget Deployment > View View widget deployments.


Routing permissions for agents

This table lists the PureCloud routing permissions available for agents to work with queues and Altocloud.

This permission Allows these actions
Routing > Agent > On Queue Go on queue.
Routing > Queue > Join Join a queue.
Routing > Queue > Search Search for brief queue information.
Routing > Queue > View View queues.

Altocloud permissions for agents

This table lists the Altocloud permissions available to agents.

This permission Allows these actions
Journey > Action Map > View View action maps
Journey > Customer > View View customers.
Journey > Event > View View events.
Journey > Outcome > View View outcomes.
Journey > Segment > View View segments.
Journey > Settings > View View smart tags (snippets).
Journey > Visit > View View visits.