Customize permissions
complete
Luke Andrews
marked this post as
complete
The new customizable roles and permissions feature has rolled out to all Pro and Enterprise customers!
R
Russet Vole
marked this post as
in progress
N
Neon green Antelope
marked this post as
planned
Z
Zaffre Emu
We need our agents to basically only be able to see their own schedule, realtime monitoring, and agent scorecard. This is high priority for us.
C
Crimson Dove
Would really like for Admins to be able to select individual permissions for each role as needed within our unique environment. Rather than following standardized user roles
Ryan Wang
Merged in a post:
Customizable Roles
Y
Yacht club Alpaca
Create custom roles or edit existing roles. Giving team leads the ability to view all reports, but without the ability to change schedules, change templates, or manage time off. Team leads should to be able to monitor teammate performance so it is important for them to see reports.
Luke Andrews
marked this post as
under review
P
Pink Unicorn
We need to be able to lock permissions by role so we can have team leads with access to view automation configuration without the ability to change anything, can view and edit schedules but not able to create new events to schedule with. We would need managers to have access to view all configurations, such as an admin, without the ability to modify any configuration settings but can still edit schedules and pull reports. We would need our WFM team be the only ones set to admin with the ability to modify all configurations and no restrictions. This is so we can control the configurations ourselves while allowing the view only mode for transparency into our build.
I
Individual Pike
Merged in a post:
Create and customize the roles
A
Agreeable Stork
Being able to create and customize roles and permissions
R
Running Canid
Merged in a post:
Create a permission level than can view everything (all schedules, all reporting), but not edit anything.
S
Samantha Dehart
Some teams want agents to be able to have full transparency into reporting throughout the department, but not make changes to existing workflows. This role would help build transparency options into the platform while still leaving on some guardrails.
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