You can create new roles based on the requirements of your agents. You can manually create a new role and add the Direct Access Rights individually to the role, or you can copy an existing role and modify the copy. The following steps use the example of copying an existing role and then creating an access right for a Summer-only agent who does not have the ability to modify orders or perform scheduled orders, exchanges or returns.
Open the Dynamo Server Admin and select the
/atg/userprofiling/. Select the Roles component.
InternalProfileRepositoyTo copy one of the roles, use the <print-item> command. For example, to copy the
csrManagerrole:<print-item item-descriptor="role" id="csrManager"/>This returns the following:
<add-item item-descriptor="role" id="csrManager">
<set-property name="description"><![CDATA[Role for the CSR
manager]]></set-property>
<set-property name="accessRights"><![CDATA[cmcConfirmReturnP,
cmcOrderReturnsP,issueCredit,cmcProductViewP,cmcRelatedTicketsP,
cmcApprovals,cmcConfirmNewScheduleP,cmcCustomerCreateP,adjustPrice,
cmcOrderHistoryP,cmcPromotionsP,cmcMoreCatalogsP,cmcShoppingCartP,
cmcScheduleCreateP,cmcRefundTypeP,cmcGiftlistsViewP,cmcReturnItemsP,
cmcOrderSearchP,cmcOrderResultsP,cmcSubmittedOrdersP,
cmcCustomerResultsP,cmcConfirmOrderP,cmcAddProductByIdP,
cmcConfirmExchangeP,cmcBillingP,cmcCompleteOrderP,cmcReturnsHistoryP,
commerceTab,cmcProductCatalogSearchP,cmcShippingMethodP,cmcSchedulesP,
cmcExchangeSummaryP,cmcReturnSummaryP,cmcPurchasedItemsHistoryP,
cmcGiftlistViewPurchaseModeP,cmcRelatedOrdersP,
cmcExistingScheduledOrderP,cmcCrossSellP,cmcCustomerInfoP,
cmcTicketHistoryP,cmcCompleteExchangeP,cmcScheduleUpdateP,
cmcMorePriceListsP,cmcConfirmUpdateScheduleP,cmcReturnDetailsP,
cmcGiftlistSearchP,cmcExistingOrderP,cmcShippingAddressP,
RespondComposeMessagePanel,cmcCompleteReturnP,respondTab,
cmcScheduledOrdersP,cmcPurchaseHistoryP,cmcMultisiteSelectionPickerP,
cmcProductCatalogBrowseP,cmcCustomerSearchP,cmcCustomerP]]>
</set-property>
<!-- rdonly <set-property name="version"><![CDATA[2]]></set-property> -->
<set-property name="templateRoles"><![CDATA[csrOrders,csrProfiles]]>
</set-property>
<set-property name="name"><![CDATA[CSR-Manager]]></set-property>
</add-item>Copy and paste this into the Run XML Operations Tag field.
Rename the ID, Description and Name. For example, change all references to
CSR ManagertoCSRSummer. The renamed references are shown as bold in the following step.Remove any access rights you do not want. For example, modify the existing
CSRManagerrole by removing rights for approvals, exchanges, returns and any other rights that the agent should not have. For example:<add-item item-descriptor="role" id="csrSummer">
<set-property name="description"><![CDATA[Role for the CSR
Summer Staff]]></set-property>
<set-property name="accessRights"><![CDATA[cmcConfirmReturnP,
cmcProductViewP,cmcRelatedTicketsP,cmcCustomerCreateP,
cmcOrderHistoryP,cmcPromotionsP,cmcMoreCatalogsP,cmcShoppingCartP,
cmcGiftlistsViewP,cmcOrderSearchP,cmcOrderResultsP,
cmcSubmittedOrdersP,cmcCustomerResultsP,cmcConfirmOrderP,
cmcAddProductByIdP,cmcBillingP,cmcCompleteOrderP,cmcReturnsHistoryP,
commerceTab,cmcProductCatalogSearchP,cmcShippingMethodP,
cmcPurchasedItemsHistoryP,cmcGiftlistViewPurchaseModeP,
cmcRelatedOrdersP,cmcCrossSellP,cmcCustomerInfoP,cmcTicketHistoryP,
cmcMorePriceListsP,cmcGiftlistSearchP,cmcExistingOrderP,
cmcShippingAddressP,cmcPurchaseHistoryP,cmcMultisiteSelectionPickerP,
cmcProductCatalogBrowseP,cmcCustomerSearchP,cmcCustomerP]]>
</set-property>
<!-- rdonly <set-property name="version"><![CDATA[2]]></set-property> -->
<set-property name="templateRoles"><![CDATA[csrOrders,csrProfiles]]>
</set-property>
<set-property name="name"><![CDATA[CSR-Summer]]></set-property>
</add-item>Click Enter to add the new role. Once the role is added, you can modify or edit it using the BCC Home page.
Log into the BCC Home page on the Agent Server.
At the Personalization screen, select the new role.
Make any modifications to the role that you require and add it to the agents’ profile.
