Topic Updated: September 06, 2024

Humanify Portal Features

The following table lists the features that are available in the Humanify Portal (in the Child Feature column) as well as the interface location where the feature resides (with any appropriate sub-locations). Finally, the UI Element(s) column lists the task icon or icons that the user would use to perform the related feature task.

Only users to whom a role or feature is assigned can both see and use the task icons associated with that assigned role or feature.

Child Feature	UI Location	Sub Location	UI Element(s)
Clone User	User	-
Edit User	User	-
Reset Password	User	-
Activate / Deactivate User	User	-	OR
Promote User to Manager	User	Edit User
Add/Remove Skills-to-User	User	-
Assign User Profile	User	Edit User / Clone User	Profile
Add/Remove Agents-to-Skill	Skills	AND Agent to Skill
	Skills	AND Agent to Skill
	Note: User would get a grayed-out skills selection screen.
Add/Remove Skills-to-Agent	Skills	Skill to Agent
	Skills	Skill to Agent
	Note: User would get a grayed-out skills selection screen.
Edit Skill Group	Skills	-
Edit Agent Team	Agent Teams	-
Edit Agent Team Members	Agent Teams	-
Edit Agent Team Supervisors	Agent Teams	-
Edit Agent Team Supervisors	Note: If you get the module you will not be able to select supervisors.
Set Primary Supervisor	Agent Teams	Assign Supervisors	OR
Create Agent Team	Agent Teams	-
Delete Agent Team	Agent Teams	-
Add/Remove Reasons-to-Team	Agent Teams	-
Edit Settings	Administration	Settings
Edit Profiles	Administration	Settings	OR
Clone Profiles	Administration	Settings
Delete Profiles	Administration	Settings
Edit Collections	Security	Collections
Create Collections	Security	Collections
Delete Collections	Security	Collections
Add/Remove Objects-to-Collection	Security	Collections
Add/Remove Groups-to-Collection	Security	Collections
Edit Access Groups	Security	Groups
Create Access Groups	Security	Groups
Add/Remove Collections-to-Group	Security	Groups
Add/Remove Users-to-Group	Security	Groups
Delete Groups	Security	Groups
Edit Role Groups	Security	Roles
Create Role Groups	Security	Roles
Add/Remove Users-to-Role	Security	Roles
Add/Remove Feature-to-Role	Security	Roles
Delete Role Group	Security	Roles
Edit Campaign	Campaigns	-
Create Reasons	Reasons	-
Edit Reasons	Reasons	-
Delete Reasons	Reasons	-
Create Routing Controls Controls	Routing Controls	-
Edit Routing Controls Controls	Routing Controls	-
Delete Routing Controls Controls	Routing Controls	-
Bulk Request	Administration	Bulk Request Actions/Add	OR
Access to Launchpad	Global Navigation	Launchpad
Access to Users	Global Navigation	User
Access to Settings	Global Navigation	Settings
Access to Skills	Global Navigation	Skills and sub-menu
Access to Agent-to-Skill	Global Navigation	Agent to Skill
Access to Skill-to-Agent	Global Navigation	Skill to Agent
Access to Agent Teams	Global Navigation	Agent Teams
Access to Campaigns	Global Navigation	Campaigns
Access to Reasons	Global Navigation	Reasons
Access To Access Collections	Global Navigation	Security > Collections
Access To Access Groups	Global Navigation	Security > Groups
Access To Routing Controls	Global Navigation	Routing Controls
Access to Roles	Global Navigation	Roles
Access to Bulk Request	Global Navigation	Administration > Bulk Request
Access to Administration	Global Navigation	Administration
Access to Security	Global Navigation	Security

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