Security Features

The Security feature allows you to do the following:

  • View all groups, collections, and roles
  • Filter and search for groups, collections, and roles
  • Create new groups and collections
  • Clone new roles
  • Manage user assignment for groups
  • Manage object assignment for collections
  • Edit roles details
  • Audit groups, collections, and roles
  • Delete groups, collections, and roles
  • Export groups, collections, and roles data
  • Assign collections to groups
  • Assign groups to collections
  • Turn on / off features for roles

Access Groups

Access Groups consist of the groups used to associate available collections with available users. When assigning users to a group, those users are immediately associated with the collections that are also assigned to the group. You can assign users to multiple groups. While assigning collections, you can select a specific access type users can have for each, allowing for control over the following types of access:

  • Assignment – Users and groups can change users and groups assignment, but cannot add or remove objects for a collection.
  • Edit – Users and groups can add or remove objects for a collection, but cannot change users and groups assignment.
  • Manage – Users and groups can change the users and groups assignments and can add or remove objects for a collection.
  • Read – Users and groups can view assignments and objects, but they cannot make changes.

To learn more about Access Groups, see Access Groups Features.

Collections

Collections consists of a collection of similar objects grouped together, and they are used to control access to all functionality within Humanify Portal . Collections also conveniently prevent the need for associating users or objects individually, and allow you to easily assign any available groups. Objects can be any of the following:

  • Access Groups
  • Agents
  • Agent Teams
  • Dialed Numbers
  • Reports
  • Users
  • Skill Groups
  • Any other group or entity types the organization chooses to identify as an object

When a collection is associated with a group, the level of access is then defined for the data used throughout Humanify Portal features. It allows you to determine which objects a user can view and work with.

To learn more about Collections, see Collections.

Roles

Roles are used to control the Humanify Portal features users have access to, as well as which tasks or actions the users can perform within the enabled features. Using roles in conjunction with groups and collections allows for defining specific access rights for individual users.

To learn more about Roles, see Roles.

See Also