Edit a role

Prerequisites
  • Authorization > Role > Edit permission (included in the Admin role)

The Edit Role page lets you configure the name, description, and permissions for a role.


Control Action
Name field

Specifies the name of the role on the Manage Roles and Permissions page.
Description field

Describes the purpose of the group.

Control Action
Show Permissions radio buttons

Specifies which permissions are visible in the list:

  • All permissions available in the organization
  • Only permissions assigned to users
Permission search field

Filters the list by keywords in the permission name.
Description search field

Filters the list by keywords in the role description.
Permissions check boxes

Provides sets of permissions to assign to the role.
License

The license required to use the role.
Conditions

Whether or not you can set conditional parameters for the permission.
Unused

Identifies unused permissions for a role.
Division Aware

Indicates whether the permissions only apply to objects that are in divisions in which users have been granted the role.

Notes:
  • You can manually add new permissions to the default role.
  • If you have selected to backfill roles with new permissions automatically, then Genesys Cloud assigns permissions automatically for new features as they become available.
  • To restore the original permission settings for a default role, click Restore Default Role. When you select this option, the system displays the number of users affected by this action. The number includes members paired with authorized organizations.
  • When a broader permission is divided into more specific ones, the original permission is replaced with the current new set of permissions. For example, if an existing permission to manage a widget is divided in to view widget and edit widget, then the original manage widget permission is replaced by the two granular permissions.
  • It can take up to five minutes for permission updates to make their way through Genesys Cloud and take effect.

Edit a role

  1. Click Admin.
  2. Under People and Permissions, click Roles and Permissions.
  3. Search for or navigate to the role you want to edit.
  4. Click More .
  5. Click Edit Role.
  6. On the Roles tab, do the following:
    • Enter a new name for the role in the Name field if needed.
    • Enter details about the purpose of the role in the Description field.
  7. On the View Permissions tab, under Permissions click a category to expand it and do the following:
    • To add permissions, enable the check box.
    • To remove a permission, clear the check box.
  8. Click Save.