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Servicing Customers Socially

Simplify360 now allows customizable roles and permission access for a user

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Unlike the system defined role in the previous versions, now a user will have the option of controlling access to the application by defining roles and permissions associated to a specific role.

These Roles and Permissions can be managed by navigating to Admin> Manage Roles/Permissions.

Fig: Roles Screen
Fig: Roles Screen

 

Some system defined roles are already provided to user out of box. User has the option to add a new role or Copy the existing role and modify according to use cases.

Out of box roles and permissions are defined at:

• Organization
• Listen
• Workbasket level.

So a user’s behavior changes from profile to profile, workbasket to workbasket and at overall level depending up on the granted permission.
Also users will have the option to add a new role or Copy the existing role and modify permissions to the role based on the use cases.

Fig: Add/Copy Role Screen
Fig: Add/Copy Role Screen

 

Permissions are defined to control the entire application. Permissions can be modified for a custom user but not for system defined roles.

Fig: Some permission at organization level
Fig: Some permission at organization level

 

Permissions are defined at three levels just like roles at Organization, Profile (in Listen) and Workbasket levels.

Note: For organization level permissions to reflect, user has to logout and login.