All users working with the Interaction Server are assigned a role when their user accounts are created. The role assigned determines the extent of the activities that the user is authorized to perform in the system.

The following table provides activity-level permissions enabled by default for each user role. 

  System Admin Account Admin Interaction Admin Designer Agent*
> Account    
Dashboard     
Retrieve interaction in date range Allowed Allowed Not Allowed Not Allowed Not Allowed
Refresh Allowed Allowed Not Allowed Not Allowed Not Allowed
Export Allowed Allowed Not Allowed Not Allowed Not Allowed
Account Information 
Edit Allowed Allowed Not Allowed Not Allowed Not Allowed
Subscription (License) Allowed Allowed Not Allowed Not Allowed Not Allowed
Environments
Clean Unused Resources Allowed Allowed Not Allowed Not Allowed Not Allowed
Deployment Wizard Allowed Allowed Not Allowed Not Allowed Not Allowed
Active Agents 
Terminate Session Allowed Allowed Allowed Not Allowed Not Allowed
Users 
Inactivate Allowed Allowed Not Allowed Not Allowed Not Allowed
(Create) New User Allowed  Allowed Not Allowed Not Allowed Not Allowed
Edit Different User  Allowed Allowed Not Allowed Not Allowed Not Allowed
Login Settings 
Edit Allowed Allowed Not Allowed Not Allowed Not Allowed
Chat Settings
Edit Allowed Allowed Not Allowed Not Allowed Not Allowed
Email Settings
Edit Allowed Allowed Not Allowed Not Allowed Not Allowed
> Resources     
Interactions
Preview Allowed Allowed Allowed Not Allowed Not Allowed
Run Allowed Allowed Allowed Not Allowed Not Allowed
Share Allowed Allowed Allowed Not Allowed Not Allowed
Approve Allowed Allowed Allowed Not Allowed Not Allowed
Edit (Rename/Delete/Secured) Allowed Allowed Allowed Not Allowed Not Allowed
Back to draft Allowed Allowed Allowed Not Allowed Not Allowed
Deployment Wizard Allowed Allowed Allowed Not Allowed Not Allowed
Applications 
Add new application Allowed Allowed Not Allowed Not Allowed Not Allowed
Edit application Allowed Allowed Not Allowed Not Allowed Not Allowed
Inactivate Allowed Allowed Not Allowed Not Allowed Not Allowed
Regenerate key Allowed Allowed Not Allowed Not Allowed Not Allowed
Run Allowed Allowed Allowed Not Allowed Not Allowed
Share Allowed Allowed Allowed Not Allowed Not Allowed
Partner Applications 
Add new application Allowed Allowed Not Allowed Not Allowed Not Allowed
Edit application Allowed Allowed Not Allowed Not Allowed Not Allowed
Inactivate Allowed Allowed Not Allowed Not Allowed Not Allowed
Regenerate key Allowed Allowed Not Allowed Not Allowed Not Allowed
Run Allowed Allowed Allowed Not Allowed Not Allowed
Share Allowed Allowed Allowed Not Allowed Not Allowed
Folders
Add Child Folder Allowed Allowed Allowed Not Allowed Not Allowed
Edit Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Images
Add Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Edit Allowed Allowed Allowed Not Allowed Not Allowed
Export Allowed Allowed Allowed Not Allowed Not Allowed
Integration Points
Add (SOAP/REST), All types Allowed Allowed Allowed Not Allowed Not Allowed
Edit (SOAP/REST), All types  Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Approve Allowed Allowed Allowed Not Allowed Not Allowed
Test Allowed Allowed Allowed Not Allowed Not Allowed
System Variables
Add new variable Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Edit variable Allowed Allowed Allowed Not Allowed Not Allowed
Custom Types
Add new custom type Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Edit custom variable Allowed Allowed Allowed Not Allowed Not Allowed
Themes
Clone Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Edit Allowed Allowed Allowed Not Allowed Not Allowed
Import Allowed Allowed Allowed Not Allowed Not Allowed
Media Library
Add new media Allowed Allowed Allowed Not Allowed Not Allowed
Delete Allowed Allowed Allowed Not Allowed Not Allowed
Edit Allowed Allowed Allowed Not Allowed Not Allowed
Common Styles
Edit Allowed Allowed Allowed Not Allowed Not Allowed
SMS Management
Get Number Allowed Allowed Not Allowed Not Allowed Not Allowed
Delete Campaign Allowed Allowed Not Allowed Not Allowed Not Allowed
Get Number Allowed Allowed Not Allowed Not Allowed Not Allowed
Extensions
View Extensions Allowed Allowed Allowed Allowed Not Allowed
Add Extension Allowed Allowed Allowed Not Allowed Not Allowed
Edit Extension Allowed Allowed Allowed Not Allowed Not Allowed
Reports
Run Reports Allowed Allowed Allowed Allowed Not Allowed
Create New Reports Allowed Allowed Allowed Allowed Not Allowed
Edit Report Allowed  Allowed Allowed  Allowed Not Allowed
Delete Report  Allowed Allowed Allowed Allowed Not Allowed
> Settings     
Connectivity
Edit Allowed Allowed Not Allowed Not Allowed Not Allowed
After Hours Settings
Add Allowed Allowed Not Allowed Not Allowed Not Allowed
Delete Allowed Allowed Not Allowed Not Allowed Not Allowed
General
Edit Log Setting Allowed Not Allowed Not Allowed Not Allowed Not Allowed
Edit Designer Setting Allowed Not Allowed Not Allowed Not Allowed  
Edit Automatically Approve Allowed Allowed Not Allowed Not Allowed Not Allowed
Security
Edit Allowed Not Allowed Not Allowed Not Allowed Not Allowed
Collaboration
Edit Allowed Allowed Allowed Not Allowed Not Allowed
NLP
Enable Allowed Not Allowed Not Allowed Not Allowed Not Allowed

For general information about each user role on the Interaction Server, refer to User Roles and Permissions.

 

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