# Genesys Quality Management Suite 8.1.520 : Re-Defining User Roles

As an example, imagine that you wish to enable users with a role of supervisor to create and modify questionnaires.

1. Click on Team leader in the list of roles.
2. Click Edit to open the Edit User Role dialog box.
3. Modify the current permissions for the Team leader role.
4. Click on a permission in the left window and move it over to the right window using the >> button. Conversely, moving a permission from the right window to the left using the << button removes this permission for this role.
5. Click OK to save any modifications and immediately apply these permissions to all users who are assigned this role.

Important: After modifying an existing role for the currently logged-in user, that user will need to log out and back in for the new permission properties to be enabled.

Permission Property | Allows the User To | By default in Role
--- | --- | ---
Add specific call to the evaluation | Allows the evaluator user, when conducting an evaluation, to select and add a specific call to the evaluation, if the person who planned the evaluation did not disable this property. | Team leader, Supervisor, CC Manager, Customer Survey
Add/edit users, groups and manage user hierarchy | Manage users, groups, and hierarchy for user's group and subgroups. | CC Manager
Change roles, add/remove permissions | Edit and add or remove user roles and assign privileges to the roles. | CC Manager
Create and modify questionnaires | Create, modify and remove questionnaires. | CC Manager
Create evaluation | Create single evaluation for groups which are on the group list CanEvaluate (assigned groups). This permission is designed to only allow users to create/plan an evaluation for themselves to complete for their assigned groups. This permission will not allow evaluators to plan evaluations for any other evaluators. | Team leader, Supervisor, CC Manager, Customer Survey
Edit admin settings | Edit system-wide settings (menu: Administration/Quality Manager options). | CC Manager
Edit settings | Edit technical settings only. No access to business data (Manage Wrapup, Category ). | IT Administrator
Edit, delete, or create Speech Tags | User will be able to edit, delete, and create speech tags and speech phrases | CC Manager
Edit interaction types | Add/Rename/Delete interaction types. | CC Manager
Edit license | Allows admin to upload or reload the Quality Manager license. | IT Administrator
Edit global templates | Edit global templates - delete, rename shared templates, change type from Shared to Private. | CC Manager
Evaluate agents | Execute prepared my evaluations, evaluate agents (My evaluations = evaluations where I'm the evaluator). | Team leader, Supervisor, CC Manager, Customer Survey
List Audit events | List/Search Audit events | CC Manager
Manage assigned evaluations | This permission allows users that have created evaluations to delete evaluations they have created. | Team Leader
Password reset | The right to reset user's password, but does not allow the user to edit any other user parameters. Users with this right have read-only access to user administration and see the whole user tree. Able to open User Details, where everything except for the fields for resetting the password will be read-only. | IT Administrator
Password reset (team members only) | The right to reset team member's passwords, cannot edit any other user parameters. Users with this right have read-only access to user administration. The Root of the tree is the group that the user belongs to. They can open User Details, where everything will be read-only, except for fields for resetting the password. | Supervisor, CC Manager
Plan evaluations for all groups | Plan evaluations for groups which are listed in the CanEvaluate list. This permission is to allow evaluators to also plan/create evaluations for other members (evaluators) of the groups assigned to that evaluator. This limits evaluators from planning evaluations outside of assigned groups. If the evaluator is in the Belongs to group they may appear in the list of agents to evaluate. For this evaluator to evaluate themselves from this planning they must have the Self evaluatepermission assigned. | CC Manager, Customer Survey
Plan evaluations for own group or subgroups | Plan evaluations for groups which are listed in the users’ own CanEvaluate list. This permission is to allow evaluators to also plan/create evaluations for other members (evaluators) of the groups assigned to that evaluator. This limits evaluators from planning evaluations outside of assigned groups. If evaluator is in the Belongs to group, they may appear in the list of agents to evaluate. To evaluate themselves from this planning they must have the permission Self evaluate assigned. | Supervisor, CC Manager, Team Leader
Re-open evaluations | Open an evaluation with the status Finished. This will change the evaluation status from Finished to In progress, and allow users to edit or modify the grading form. | Supervisor, CC Manager, Customer Survey
Replace calls | This allows the user to replace a single call in an evaluation with a randomly selected call. | Team leader, Supervisor, CC Manager, Customer Survey
Remove all evaluations | Delete evaluations created by ANY user | CC Manager
Self-evaluation | Plan and create evaluations for themselves and their own interactions. | CC Manager, Team Leader, Agent
Send evaluation feedback | Send evaluation feedback to the evaluator. Enables "Send Feedback" in the agent view. | Agent
View all evaluations | View all evaluations. | CC Manager
View all Interactions | View and play all interactions, interactions scores, and all tags. | CC Manager
View evaluations - agent view | Agents can view their own evaluations in read only form. This will also allow agents to view the evaluation detail report and from the evaluation detail report click the Interaction link and be directed to the read access only grading form where the agent can view the grading form, listen to the call and /or view the screen recording. | Agent
View reports/graphs | View reports and graphs of agents in associated teams only (CanEvaluate) "assigned to supervisor" | Team leader, Supervisor, CC Manager
View reports also for all other groups | View graphs for other groups and the whole call center. | CC Manager
View interactions of groups that can be evaluated | To view and play interactions, scores, and tags belonging to "Can Evaluate" association (groups and sub-groups assigned to the user). | CC Manager, Supervisor, Team Leader
View my evaluations | View evaluations (where the user is the evaluator). This should include evaluations that the role (supervisor, team leader, ccmanager) has created. They should not be able to see evaluations created by other team leaders, supervisors, or ccmanagers. | Team leader, Supervisor, CC Manager, Customer Survey
View only own interactions | Access to only their specific interactions, scores, and view and play interactions and all tags associated with their specific interactions. | Agent
View team evaluations | View evaluation of agents in associated teams. View evaluations of agents which are in the user's CanEvaluate (assigned groups) group list. This means the user can see all evaluations of the team they are a member of and all evaluations of teams that they can evaluate. This is also true for the group in which they belong. This permission will also restrict the view of the evaluation detail report to the "assigned to supervisor" groupings. | Team leader, Supervisor, CC Manager, Customer Survey