Assign roles, licenses, and add-ons


Prerequisites

The following permissions:

  • Authorization > Grant > Add
  • Authorization > Grant > View
  • Authorization > Role > View

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

Assign additional roles for members of your organization who should have more permissions than the default employee role allows. See About roles and permissions for more. Roles and permissions are directly associated to license assignment.

There are two ways to assign roles:

  • 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.


  1. Click Admin.
  2. Under People and Permissions, click People.
  3. Find a user using search or by paging through the list.
  4. Click More  and from the menu that appears, click Edit Person.
  5. On the Roles & Licenses tab, select the appropriate role or roles and the appropriate base license will be auto assigned to the user. 
    Note: You can see which license the user is currently using based on the role indicated in the Assigned column.
  6. To assign additional roles:
    • Find the role using search or by paging through the list.
    • Click the check box for the desired role in the Assigned column.
  7. Click Save.

  1. Click Admin.
  2. Under People and Permissions, click Roles/Permissions.
  3. Locate the role to which to assign people.
  4. In the Actions column, click More .
  5. From the menu that appears, click Change Membership.  
  6. 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 Role Assign the role to people with with certain roles
    Reports To Assign the role to people with the same manager
    Location Assign the role to people at the same location
    1. In the field, begin typing a search query and select from the suggestion menu.
    2. Choose people by selecting check boxes, or select all people by selecting the check box in the column header.
    3. Click Save.

Assign licenses

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.

Note: By default, PureCloud enables automatic license assignment.


To unlock the desired roles and permissions, you must assign the minimum required license. For more information about licenses, see Manage Licenses and Billing FAQsBy default, PureCloud enables automatic license assignment.

The license assignment panel on the right side of the page helps administrators clarify options when configuring a user’s base roles. 

  1. Click Admin.
  2. Under People and Permissions, click People.
  3. Search for or navigate to the user for which you want to assign a license.
  4. Click More .
  5. From the menu that appears, click Edit Person.
  6. In the License panel, under License Type select the license to assign to this user. 


The license assignment panel on the right side of the page helps administrators clarify options when configuring a user’s add-on options. If an add-on is available to the user, it appears in the Licesne panel 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: 

  1. Click Admin.
  2. Under People and Permissions, click People.
  3. Search for or navigate to the user for which you want to assign an add-on.
  4. Click More
  5. From the menu that appears, click Edit Person.
  6. On the Roles & Licenses tab, select the appropriate role or roles configured for the add-on to assign to the user. 


View users assigned to a role


  1. Click Admin.
  2. Under People and Permissions, click Roles/Permissions.
  3. Locate the role for which you want to view members.
  4. Click More .
  5. From the menu that appears, click Change Membership.  

PureCloud displays the users assigned to the role:

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