INSTALACIÓN ELÉCTRICA

Users who are deleted from the Organization can still be displayed in user lists. Showing deleted users allows you to select them as query criteria and to play back their interactions. A retention period is defined for deleted users. This is the period of time during which a user is considered a deleted user. The retention period is defined once for all applications except for the Reporter. It is defined separately for the Reporter application.

Defining to show or hide deleted users is application-specific. For example, you can select to hide

all deleted users in the Users Administrator application and to show all deleted users in the PBO Requests application. In the Organization settings, you define the show/hide status for the Users

Administrator, and the retention period for all applications. Changing the show/hide option takes effect immediately. There is no need to restart a server or to log off and log in again to NICE Perform.

TIP: Before deleting a user, you can view the user’s details, confirming that you are

deleting the correct user.

In the Group Members list, double-click the user to display the user’s details. Once you have determined that the user is the one you are seeking, click to return the All Users view and proceed with Step 3.

IMPORTANT

User records are never actually deleted from the User database, even if they are not currently shown, or not within the defined retention period.

EXAMPLE:

Betty is deleted from the Organization on January 1. The retention period for All applications is 3 months. For Reporter it is 12 months.

In applications where Show Deleted Users is selected, Betty will appear in the Users list until March 31. In the Reporter, Betty will appear until December 31.

Deleting a User Definition

To show/hide deleted users:

1. Select Organization and then click the Settings tab. Expand the Display section.

2. To show deleted users in the Users Administrator, select the Show deleted users details in Users Administrator checkbox.

-or-

To hide deleted users in the Users Administrator, clear the Show deleted users details in Users Administrator checkbox.

3. To allow deleted users to appear in other applications: a. Select the Deleted users retention period checkbox.

b. Define for how long a deleted user will appear in other applications. The retention period for the Reporter application can be defined separately from all other applications. User records will never be deleted from the User database, even after this retention period.

The maximum value for retention period is 99 months.

4. Click . All deleted users will be shown/hidden in all areas of the Users Administrator application as indicated.

5. In other applications, select the Show Deleted Users checkbox to display the users deleted within the retention period.

Expand

Show deleted users checkbox

5

Groups

A Group is a collection of users united for the purpose of attaching the same profiles to all the users, and to allow them to be managed by the same manager(s). Groups are generally created according to job positions and work groups.

You can group agents (traders) together who do not need access to any parts of the system to allow easy access for a higher-level manager. In this case, you would create a group of agents without any profiles attached and then you can add this group as a resource to a profile which will be attached to a manager.

A manager of a group does not gain automatic privileges over the group’s members. A profile must be created with access to the group, and View, Edit, and Playback privileges. This profile must be attached to the group’s manager(s). When creating a profile for managers, use Any Managed Group instead of directly attaching groups. This way, managers always have privileges to the groups they manage.

Groups, once created, can be moved around the organization tree using drag-and-drop technique.

Contents

Before you Begin ...96 Creating a New Group ...97 Adding Group Members...100

Removing Group Members ...100

Defining a Group Manager...102 Attaching Profiles to Group Members and Group Managers ...104 EXAMPLE:

Create a profile called Manager. For Any Managed Group, select View, Edit, and Query. Attach this profile on the managers profiles tab to give the manager privileges over the groups

Before you Begin

Before you Begin

In addition to adding users via the Users Administrator, NICE Perform provides a powerful tool for importing vast quantities of user information and group hierarchy from an external source to your NICE Perform system. To use the Import Utility, or to learn more about it, see the Import

Utility Guide.

Before you start the New Group wizard, have the following information ready:

Groups can be moved around in the groups tree using the drag-and-drop technique (Groups cannot be moved into one of their own lower-level sub-groups).

When you move a group the following occurs:

•

Group members become members in all higher-level groups.

•

Group managers become members in all higher-level groups. (Manager status is only retained for the group where it was directly assigned.)

•

Profiles are inherited as described in Rules of Profile Inheritance onpage 40. IMPORTANT

•

Profiles attached to a group and received by a user are called inherited by the user.

•

Inherited profiles can be removed only at the level at which they were attached (i.e., group level).

•

If a user leaves a group, all inherited profiles are automatically removed.

•

If a user joins a group as a member, the new user automatically inherits all of the group’s profiles.

•

If a member’s status within a group changes to manager, the member automatically inherits all profiles attached to the group’s managers.

•

Profiles attached to group members are inherited by the group’s managers and appear on the group’s Managers Profiles tab.

•

A user retains manager status only at the level it was assigned.

Item Notes

•

Group name and description The group name appears in the Organization tree. Create meaningful group names for easy identification.

•

Users to add as Members of the new group

Group managers must first be added as group members. You give them managerial status in the Group Details window.

•

Profiles If the profiles are not yet created, they can be attached to the user at a later time.

IMPORTANT

Groups created using the Importer cannot be moved around in the groups tree using the drag-and-drop technique.

Creating a New Group

Creating a New Group

To start the New Group wizard:

1. In the Folders pane, select the parent group for the new group and clickNew.

2. Read the directions and click Next.

Creating a New Group

The group name appears in the Organization tree. Create logical group names for easy identification.

4. Add members to the Group as follows:

a. Expand the Resource Tree and select a group that contains the users you want to add. b. In the Available Items list, select users and move them to the Selected Items list. c. Click Next.

5. You can STOP here and attach profiles later: Click Finish and proceed to Step 6. -or-

You can continue with the wizard to attach profiles to group members: In the Profiles area, select the appropriate checkboxes and then click Finish. Continue with Attaching Profiles to Users, Group Members, or Group Managers onpage 66.

Creating a New Group

The group is added to the system and appears in the details pane.

6. To assign a group manager, continue with Defining a Group Manager onpage 102.

7. To attach profiles, see Attaching Profiles to Users, Group Members, or Group Managers

onpage 66.

Adding Group Members

Adding Group Members

Adding a user to a group as a member (and/or manager) can be done in one of the following ways:

•

Search for the user and then drag and drop the user into the group. See Adding a User from the Search Results to a Group onpage 20.

•

Open the Group details and add members, as described is the following procedure. Adding a user to a Group:

1. Display the group’s details and click the General tab.

2. Click .

3. Add members to the Group as follows:

a. Expand the Groups Tree and select a group that contains the users you want to add. b. In the Available Items list, select users and move them to the Selected Items list. c. Click Next.

4. To assign a group manager, continue with Defining a Group Manager onpage 102. After your group is created, you can now do the following:

•

Attach an existing profile to the group: Continue with Attaching Profiles to Users, Group Members, or Group Managers onpage 66.

•

Add the group as a resource to a profile: Continue with Profiles onpage 49.

In document Costo de Visita a las Bases instalaciones $1, de julio de :00 horas (página 45-49)