Administrator Role

The various actions assigned to the Administrator role are listed in the following table:

 

Resource Name

Actions Permitted

Access Links

Create, View, Edit, Delete

Activity

Edit Subject, Create, Print, Complete, Unpin, Edit, Transfer Activities, Add Footer, Add Greeting, Add Attachment, Add Header, Assign Classifications, Add Signature, Pin, Pick Activities, Pull Activities

Aliases

Create, View, Edit, Delete

Article Template

View

Article Type Folder

View

Authentication

View Authentication for Data Adapters, Manage Authentication for Data Adapters

Blocked File Extension

Create, View, Edit, Delete

Business Calendar

Create, View, Edit, Delete

Call Variables

View, Edit

Calltrack

Send Email Transcript, Discard Email Transcript

Case

Create, Change, Edit, Print, Close, Unarchive

Categories

Create, View, Edit, Delete

Channels

Create, View, Edit, Delete

Chat

Monitor Chat Activity, Complete Chat Activity, Leave Chat Activity, Pull Chat Activities, Transfer Chat Activities

Chat Resources

Create, View, Edit, Delete

Chat Template Set

Create, View, Edit, Delete

Content

Create new gateway, View a gateway entry, Edit a gateway entry, Delete a gateway entry

Customer

Create, View, Edit, Delete, Change Customer, Create Contact Person, Edit Contact Person, Delete Contact Person, Create Contact Details, Edit Contact Details, Delete Contact Details

Customer Association Type

Create, View, Edit, Delete

Day Label

Create, View, Edit, Delete

Delivery Exceptions

Create, View, Edit, Delete

Department Security

Manage Department Security, View Department Security

Dictionary

Create, View, Edit, Delete

Email

Send Email, Send and Complete Email, Edit Reply Type, Edit From field, Edit Reply To field, Edit To field, Edit CC field,  Edit BCC field, Accept emails for supervision, Resubmit supervised emails, Reject emails for supervision,Pick Rejected Activities, View Secure Message Center, Manage Secure Message Center

Email Attachment

Restore, Delete

Expertise

Create, View, Edit, Delete

Filter Folder

Create, Share Inbox Folder, Delete

Guided Help Profiles

Create, View, Edit, Delete

Guided Help Profiles Management

View Guided Help Profiles

Knowledge Folder

View Folder, Edit Folder, Delete Folder, Create Folder, Create Article, Edit Article, Delete Article, Delete Notes, Create Agent Personal Folders, View Personal Folder

Locations

Create, View, Edit, Delete

Macros

Create, View, Edit, Delete

Manage Stage Actions

View

Messaging

Create Message, Delete Message

Monitor

Manage

Notes

View, Add, Delete

Personalization

View Personalization, Manage Personalization

Personal Dictionary

User Personal Dictionary

Preference Group

Create, View, Edit, Delete

Product Catalog

Create, View, Edit, Delete

Reason Codes

View, Manage

Releases

Search, Manage Approval Processes, Make Suggestions

Report

Create, Delete, View, Run, Edit, Schedule

Resolution Codes

Create, View, Edit, Delete

Routing Queue

Create, Own, View, Edit, Delete, Pull Activities, Transfer Activities

Saved Search 

Create, Edit, Delete

Screen Attribute Profiles

View, Edit

Search Console

View

Service Levels

Create, Read, Edit, Delete

Shift Label

Create, View, Edit, Delete

Social Resources

View, Edit, Create, Delete

System Resource 

View Administration Console

System Resource 

View Agent Console

System Resource

View Knowledge Console

System Resource

View Analytics

System Resource

View Cobrowse Administration Console

Text Editor

Edit HTML source in reply pane, Edit HTML source for articles

Transfer Codes

View, Manage

Usage - Links

Create, Own, View, Edit, Delete, Execute

User

Create, Own, View, Edit, Delete, Pull Activities, Transfer Activities

User Attribute Profiles

Create, View, Edit, Delete

User Group

Create, Own, View, Edit, Delete

User Role

Create, View, Edit, Delete

Utilities

Manage Utilities

Workflow

Create, View, Edit, Delete

 

The following actions have to be explicitly assigned to administrators, if you want them to be able to do the associated tasks:

 

Resource Name

Actions Permitted

ClickToCall Entry Points 

View, Delete, Create, Edit

ClickToCall

View

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