Roles and Privileges

Privileges control access to functions in the portals. Agents can have individual roles and privileges. Depending on the agent type and assigned roles and privileges, only parts of the portal may be visible.

For example:
  • A first-level agent who is authorized to read customer core data can search for customers and view their information.
  • An agent who is assigned the role of notification manager can see only the Notification Manager menu.

You can add, edit, and remove roles and privileges. If a role is mapped to a privilege, you must remove the role before you can remove the privilege. Conversely, if a privilege is mapped to a role, you must remove the privilege first. You cannot edit role names or descriptions.