Administration Permissions

The Administration tab is the default tab on the Profile Permissions editor. By enabling options on this tab, you can grant staff members permissions related to administrative functions of the system.

You can give permission to configure staff accounts and distribution lists, create and edit agent scripts, access business process settings, and add and edit business rules. Hover over the permissions on this tab to view the product areas the permissions impact.

Note: You can redirect your staff members to use the Agent Browser User Interface (Agent Browser UI) by removing profile permissions that allow them access to administration functions that are not available on the Agent Browser UI. For more information, see How You Redirect Staff Members to the Agent Browser UI.

Administration Tab

Field Description
Administration These options define administration permissions for staff members with this profile.
Select All Select this check box to select all check boxes in the Administration section.
Administration Select this check box to let staff members with this profile access the following options:
  • Custom Fields
  • Messages
  • Mailboxes
  • Currencies and Exchange Rates
  • Service Level Agreements
  • Response Requirements
  • Chat Hours
  • Channels
  • Channel Accounts
  • Quote Templates
  • Territories
  • Promotions
  • Strategies
  • Sales Periods
  • External Suppression List
  • Thread Type Correction
Groups/Accounts/Distribution Lists Select this check box to let staff members with this profile access the following options:
  • Staff Accounts and Groups
  • Distribution Lists

Staff members who have Groups/Accounts/Distribution Lists permissions can assign only those profiles with the same or lesser permissions as their profile.

System Error Log Select this check box to let staff members with this profile access the log files under Site Configuration.
Workspace Designer Select this check box to let staff members with this profile access the Workspaces and Workflows explorer and designer.
Scripting Select this check box to let staff members with this profile create and edit agent scripts.

Agent scripting must be enabled on your site to use this feature. Contact your Oracle account manager.

Object Designer Select this check box to let staff members with this profile create and manage custom objects using the object designer.

Custom objects must be enabled on your site to use this feature. Contact your Oracle account manager.

Message Templates Select this check box to let staff members with this profile edit message templates used to customize administrator notifications, administrator email, and contact email.
CP Promote Select this check box to let staff members with this profile promote pages from the staging area to the production area of the customer portal site, where customers can view them. For this check box to display, the MOD_CP_DEVELOPMENT_ENABLED configuration setting must be enabled on your site.

Staff members with CP Promote permission automatically have CP Edit and CP Stage permissions.

CP Stage Select this check box to let staff members with this profile copy development files to the staging area of the customer portal site. For this check box to display, the MOD_CP_DEVELOPMENT_ENABLED configuration setting must be enabled on your site.

Staff members who have CP Stage permission automatically have CP Edit permission.

CP Edit Select this check box to let staff members with this profile access the Customer Portal Administration site and edit customer portal pages in the development area using WebDAV. For this check box to display, the MOD_CP_DEVELOPMENT_ENABLED configuration setting must be enabled on your site.

Staff members with CP Edit permission, but not CP Stage or CP Promote permission, cannot access the Customer Portal editor. Nor can they access the Deploy tab on the Customer Portal Administration site.

Rules View Select this check box to let staff members with this profile view business rules.
Data Import Select this check box to let staff members with this profile import records through the Data Import Wizard and manage Data Import templates.
Process Designer Select this check box to let staff members with the profile create custom processes (object event handler) that run when events occur on objects in the system.
Bulk Delete Select this check box to let staff members with this profile delete up to 1000 contact, custom object, incident, or opportunity records at a time.
Virtual Assistant Edit Select this check box to let staff members with this profile configure the virtual assistant.

For this check box to display, your site must be integrated with Oracle Virtual Assistant.

Broadcast Notification Select this check box to let staff members with this profile send notifications to other staff members. If cleared, the New button is grayed out on the notifications ribbon.
Configuration Select this check box to let staff members with this profile access the following options:
  • Password Configuration
  • Configuration Settings
  • Configuration Wizard
  • Message Bases
  • File Manager
  • Interfaces
  • Add-In Manager
  • Email Address Sharing

If cleared, these options are not available.

If selected, staff members with this profile can edit message bases for all interfaces on a site, including interfaces that they do not have permission to access.

Business Process Settings Select this check box to let staff members with this profile access the following options:
  • Navigation Sets
  • Customizable Menus
  • Countries
  • Products/Categories/Dispositions
  • Standard Text
  • Variables
  • Holidays
  • Product Catalog
  • Price Schedules
  • Tracked Link Categories

If cleared, these options are not available.

Rules Edit Select this check box to let staff members with this profile edit business rules.
Profiles Select this check box to let staff members with this profile add and edit profiles.

Staff members who have access to the Profiles permission also have access to all other profiles and can add, edit, or delete those profiles without any restrictions.

SSO Login (SAML 2.0) Select this check box to let staff members with this profile log in only through an external identity provider, that is, using a single sign-on process. Several restrictions apply to staff members whose profile includes this permission.
  • CP permissions (CP Promote, CP Stage, and CP Edit) are disabled if they have been enabled.
  • Staff members cannot edit development pages in WebDAV.
  • Staff members cannot deploy the customer portal.
  • Public SOAP API is disabled if it has been enabled.
  • Password options on the Account Details page are disabled.

B2C Service uses the SAML 2.0 open login protocol for single sign-on. For this check box to display, SSO Login (SAML 2.0) must be enabled on your site. Contact your Oracle account manager.

Skill Edit Select this check box to let staff members with this profile configure advanced routing.

For this check box to display, Chat and Smart Interaction Hub must be enabled.

Access Control Select this check box to let staff members with this profile access the Access Control editor to configure permissions for Community Self Service.
Agent Browser User Interface The permission in this section lets staff members with this profile access B2C Service using the Agent Browser UI through account authentication.
Account Authentication Select this check box to let staff members with this profile access B2C Service using the Agent Browser UI.

For this check box to display, Agent Browser UI must be enabled on your site. Contact your Oracle account manager.

Public SOAP API Permissions in this section let staff members with this profile access the public SOAP API through account or session authentication.
Select All Select this check box to select all check boxes in the Public SOAP API section.
Account Authentication Select this check box to let staff members with this profile access the public SOAP API using their staff account login user name and password.
Session Authentication Select this check box to let staff members with this profile access the public SOAP API using their staff account login user name and session ID from the agent desktop when agents are logged in.
Public Knowledge Foundation API Permissions in this section let staff members with this profile access the public Knowledge Foundation API through account or session authentication.
Select All Select this check box to select all check boxes in the Public Knowledge Foundation API section.
Account Authentication Select this check box to let staff members with this profile access the public Knowledge Foundation API using their staff account login user name and password.
Session Authentication Select this check box to let staff members with this profile access the public Knowledge Foundation API using their staff account login user name and session ID from the agent desktop when agents are logged in.

Allow Custom Attribute Decryption

Select this check box to let staff members with this profile decrypt encrypted custom attribute fields visible in their workspaces.

Encrypted fields are available only in the Agent Browser UI. Only agents with this permission can decrypt these fields. Overview of Custom Attribute Encryption.