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Experience Portal provides role based access to the EPM pages. The user roles determine which pages the user can see and what actions the user can perform on those pages. The roles are:
| Role | Description | ||||
|---|---|---|---|---|---|
| Administration |
User accounts with Administration access can perform all system-related
functions through the EPM, such as managing MPPs, VoIP connections, and speech
applications. The only things Administrators cannot do
are managing user accounts and viewing the audit logs. Administrators
also have some other limitations. For example, administrators do not
have Privacy Manager permissions.
Because users with the Administration role have such a wide range of access and privilege, you must strictly limit the use of these accounts. |
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| Auditor | User accounts with Auditor access can generate the Audit Log report and set the retention period for records in the audit log. | ||||
| Maintenance | User accounts with Maintenance access can view system information, but they cannot make any changes to the Experience Portal system. | ||||
| Operations |
User accounts with Operations access can control the operation
of MPPs, including stopping, starting, and rebooting those systems.
Operators can also change the status of alarms to denote that they
have been acknowledged or can be retired.
Operators cannot configure an MPP. They can only control the ones that an Administrator has already added to the Experience Portal system. |
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| Privacy Manager |
User accounts with Privacy Manager role can update:
User accounts with Privacy Manager role can access the Privacy Settings menu in EPM > System Configuration > EPM Server. |
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| Reporting |
User accounts with Reporting access can generate the standard reports,
add, edit, or delete the custom and scheduled reports. They can also
change the schedules for the scheduled reports.
User accounts with Reporting access cannot make any changes to the other features in the Experience Portal system. |
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| User Manager |
User accounts with User Manager access can add and change Experience Portal user accounts. User Managers can create new roles with
specific access permissions. They can change or delete the defined
roles, and assign these roles to the user accounts. They can also
configure an LDAP connection between a corporate directory and the EPM so that EPM users no longer need to be defined locally on the EPM.
Only Users with the User Manager role can see the User Management section of the main EPM menu. |
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| Web Services | User accounts with Web Services access can use Application Interface Web Service to launch any application configured on the Experience Portal system. They can also use Application Logging Web Service to save application and call flow data information for any application. | ||||
| POM Administration | User accounts with POM Administration access can administer the functioning of Proactive Outreach Manager through Experience Portal. | ||||
| POM Campaign Manager | User accounts with POM Campaign Manager access can administer the different campaigns created. With this user role, you can create, edit, and delete campaigns in POM. | ||||
| POM Contact Attributes Unmask | A new role is created in the POM system to display the contact list data as un-masked. If this role is assigned to the user, then all the contact list fields are displayed as un-masked. | ||||
| Org POM Campaign Manager | User accounts with Org POM Campaign Manager access can administer the different campaigns created for the specific organization. With this user role, you can create, edit, and delete campaigns in POM. | ||||
| Org POM Contact Attributes Unmask |
A new role is created in the POM system to display the contact list data as unmasked for an
organization. If this role is assigned to the user, then all the
contact list fields are displayed as un-masked.
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 | Note: |
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Additional roles may be available if you have installed a managed application on Experience Portal. For more information on managed application based roles, see the documentation delivered with the managed application. |