Permissions

The permissions listed below are used to grant or deny feature and functionality access throughout the MotionCX platform. These permissions can be granted to users through the use of [Roles] or by special assignment to individual Users.

General Administration


User API Key	Can access the API Keys tab of the Users admin page.
Creating User API Key	Can create new user API keys on the API Keys tab of the Users admin page.
Deleting User API Key	Can delete user API keys on the API Keys tab of the Users admin page.
Editing User API Key	Can edit user API keys on the API Keys tab of the Users admin page.

Languages	Can access the Settings > Languages admin page.
Change Default Language	Can change the web portals default language on the Settings > Languages admin page.
Changing Texts	Can modify the text of languages on the Settings > Languages admin page.

Organization Units	Can access the Teams admin page.
Managing Members	Can add/remove members of a team on the Teams admin page.
Managing Organization Tress	Can add/remove/edit teams on the Teams admin page.
Managing Roles	Can modify the roles assigned to a team on the Teams admin page.

Roles	Can access the Roles admin page.
Creating New Role	Can create new roles on the Roles admin page.
Deleting Role	Can delete roles on the Roles admin page.
Editing Role	Can edit roles on the Roles admin page.

Settings	Can access the Settings page.

Subscription	Can access the Settings > Subscription Page

Users	Can access the Users admin page.
Changing Permissions	Can modify permissions of an individual user on the Users admin page.
Creating New User	Can create new users on the Users admin page.
Deleting User	Can delete users on the Users admin page.
Editing User	Can edit users on the Users admin page.
Export User	Can export a list of users on the Users admin page.
Import users	Can import a list of users on the Users admin page.
Login For Users	Can set the Active flag on User Information tab of the Users admin page.
Unlock	Permission not currently used.

Case Management

Permission	Use
Case Filters	Can access the Filter Library page.
Creating New Case Filter	Can create new case filters on the Filters Library page.
Deleting Case Filter	Can delete case filters on the Filters Library page.
Edit Shared Filters	Can edit case filters shared by other users on the Filters Library page.
Editing Case Filter	Can edit case filters on the Filters Library page.

Case Statuses	Reserved for future functionality.
Creating New Status	Reserved for future functionality.
Deleting Status	Reserved for future functionality.
Editing Status	Reserved for future functionality.

Cases	Can access Cases page.
Can Delete	Can permanently delete cases and case files within assigned queues.
Can Edit	Can edit cases within assigned queues.
Can View	Can view cases within assigned queues.
Can View Internal	Can view internal comments of cases within assigned queues..
Creating New Case	Can manually create cases within assigned queues.
Export Cases	Can export cases.
Import Cases	Can import cases.
Unlock All Cases	Can unlock locked cases.

Contacts	Can access Contacts page.
Creating New Contact	Can create contact records.
Deleting Contact	Can delete contact records.
Disabling Contact	Can disable contact records.
Editing Contact	Can edit contact records.
Export Contacts	Can export contact records.
Import Contacts	Can import contact records.
Viewing Contact Profile	Can view profile associated to a contact record.

Dispositions	Can access the Dispositions admin page.
Creating New Disposition	Can create new dispositions on the Dispositions admin page.
Deleting Disposition	Can delete dispositions on the Dispositions admin page.
Editing Dispositions	Can edit dispositions on the Dispositions admin page.

Fields	Can access the Fields admin page.
Creating New Field	Can create new fields on the Fields admin page.
Editing Field	Can edit fields on the Fields admin page.
Enabling/Disabling Field	Can disable fields on the Fields admin page.

Queue Views	Can access the Queue Views admin page.
Creating New Queue View	Can create new queue views on the Queue Views admin page.
Deleting Queue View	Can delete queue views on the Queue Views admin page.
Editing Queue View	Can edit queue views on the Queue Views admin page.
View View Status Page	Can access the Queues > View Status page.

Queues	Can access the Queues admin page.
Creating New Queue	Can create new queues on the Queues admin page.
Editing Queue	Can edit queues on the Queues admin page.
View Queue Status Page	Can access the Queues > Queue Status page.

Screen Captures	Can access the Screen Capture admin page.
Create New Screen Capture	Can create new screen capture servers on the Screen Capture admin page.
Edit Screen Capture	Can edit screen capture servers on the Screen Capture admin page.

Support Portals	Can access the Support Portal admin page.
Create New Portal	Can create new support portals on the Support Portal admin page.
Edit Portal	Can edit support portals on the Support Portal admin page.

Interaction Management

Permission	Use
Channels	Can view the Interaction Channels admin page.
Creating New Channel	Can create new interaction channels on the Interaction Channels admin page.
Disabling Channel	Can disable interaction channels on the Interaction Channels admin page.
Editing Channel	Can edit interaction channels on the Interaction Channels admin page.

Customer Client	Can view the Customer Client admin page.
Create New Customer Client	Can create new customer clients on the Customer Client admin page.
Edit Customer Client	Can edit customer clients on the Customer Client admin page.

Data Lists	Can view the Data Lists admin page.
Creating New Data list	Can create new data lists on the Data Lists admin page.
Deleting Data List	Can delete data list on the Data Lists admin page.
Editing Data List	Can edit data list on the Data Lists admin page.
Export Data List Items	Reserved for future functionality.
Import Data List Items	Reserved for future functionality.

Dial Patterns	Can view the Dial Patterns admin page.
Creating new Dial Pattern	Can create new dial patterns on the Dial Patterns admin page.
Deleting Dial Pattern	Can delete dial pattern on the Dial Patterns admin page.
Editing Dial Pattern	Can edit dial pattern on the Dial Patterns admin page.

Hours of Operations	Can view the Hours of Operation admin page.
Create New Hours of Operations	Can create new hours of operations on the Hours of Operation admin page.
Edit Hours of Operations	Can edit hours of operations on the Hours of Operation admin page.

Interaction Dashboard	Can view the Dashboard page.
Allow Interaction Disconnect	Can disconnect interactions via the Work Item Detail dashboard widget.
Force Logout	Can force users to logout via the Agent Workstate Detail dashboard widget.

Live Monitor	Can monitor live voice interactions of other users.
Inbound Calls	Can monitor live inbound voice interactions of other users.
Outbound Calls	Can monitor live outbound voice interactions of other users.
Queued Calls	Reserved for future functionality.

Monitor Chat Interaction	Can monitor live chat interactions of other users.

Pause Voice Interaction Recording	Can pause audio recordings within the MotionCX Agent application.

Phone Extensions	Can view the Phone Extensions admin page.
Creating New Phone Extension	Can create new phone extensions on the Phone Extensions admin page.
Deleting Phone Extension	Can delete phone extensions on the Phone Extensions admin page.
Editing Phone Extension	Can edit phone extensions on the Phone Extensions admin page.
Exporting Phone Extensions	Can export phone extensions on the Phone Extensions admin page.
Import Phone Extensions	Can import phone extensions on the Phone Extensions admin page.

Phone Ring Groups	Can view the Ring Groups admin page.
Creating New Phone Ring Group	Can create new phone ring groups on the Phone Ring Groups admin page.
Deleting Phone Ring Group	Can delete phone ring groups on the Phone Ring Groups admin page.
Editing Phone Ring Group	Can edit phone ring groups on the Phone Ring Groups admin page.

Response Library	Can view the Response Library admin page.
Creating New Response	Can create new response folders and responses on the Response Library admin page.
Deleting Response	Can delete response folders and responses on the Response Library admin page.
Editing Response	Can edit response folders and responses on the Response Library admin page.

Routing Profiles	Can view the Routing Profiles admin page.
Creating New Routing Profile	Can create new routing profiles on the Routing Profiles admin page.
Deleting Routing Profile	Can delete routing profiles on the Routing Profiles admin page.
Editing Routing Profile	Can edit routing profiles on the Routing Profiles admin page.

Workflow Definitions	Can view the Workflows admin page.
Creating New Workflow Definition	Can create new workflows on the Workflows admin page.
Deleting Workflow Definition	Can delete workflows on the Workflows admin page.
Editing Workflow Definition	Can edit workflows on the Workflows admin page.

Workflow Triggers	Can view workflow triggers on the Workflows admin page.
Creating New Workflow Triggers	Can create new workflow triggers on the Workflows admin page.
Editing Workflow Triggers	Can edit workflow triggers on the Workflows admin page.

Workstate Sets	Can view workstate sets on the Workstate Sets admin page.
Creating New Workstate Sets	Can create new workstate sets on the Workstates admin page.
Deleting Workstate Sets	Can delete workstate sets on the Workstates admin page.
Editing Workstate Sets	Can edit workstate sets on the Workstates admin page.

Reporting

Permission	Use
Reporting	Can execute and view reports on the Reporting page.