- Contact Center Administrator Guide Introduction
- AudienceGeneral Information
- Login Procedure
- User Interface Overview
- Application SettingsContact Center Configuration Process
- Initial General Configuration
- Inbound Voice Service Configuration
- Outbound Campaign Configuration
- Email Service Configuration
- Chat Service Configuration
- Web Chat ConfigurationUsers and Teams
- Forwarding and Voicemail Operation
- Agent Dashboard Metrics
- 1.1 Interaction Handling group
- 1.1.1 Access full-screen Agent Desktop
- 1.1.2 Delete contacts
- 1.1.3 Edit contacts
- 1.1.4 Force pop-out phone window
- 1.1.5 Handle automatically distributed interactions
- 1.1.6 Handle email
- 1.1.7 Handle service chats
- 1.1.8 Initiate SMS conversation
- 1.1.9 Listen to call recordings and view chat transcripts on assigned services
- 1.1.10 Listening to own call recordings and view own chat transcripts
- 1.1.11 Login to Agent Desktop
- 1.1.12 Make external calls
- 1.1.13 Mask original email content
- 1.1.14 Modify own identification data
- 1.1.15 See other agents/teams in directory
- 1.1.16 See other agents’ cases
- 1.1.17 Send internal chats
- 1.1.18 Start recording of interactions
- 1.1.19 Stop recording of interactions
- 1.1.20 Transfer calls
- 1.1.21 Use Calendar
- 1.1.22 Use Favorites tab
- 1.1.23 Use Recent Calls tab
- 1.1.24 Use RightNow
- 1.1.25 Use ServiceNow
- 1.1.26 Use Zendesk
- 1.2 Security Administration group
- 1.3 Service and Campaign Administration group
- 1.4 Supervision group
- 1.4.1 Access Real-time Stats API
- 1.4.2 All assigned teams combined view
- 1.4.3 Can see contents of email push queues
- 1.4.4 Can update final dispositions
- 1.4.5 Change alert configuration
- 1.4.6 Change real-time metric views
- 1.4.7 Customize Wallboards
- 1.4.8 Define/View subteams of selected agents
- 1.4.9 Delete cases
- 1.4.10 Download recordings and transcripts
- 1.4.11 Force agent states
- 1.4.12 Grade interactions
- 1.4.13 Listen to recordings linked to external CRM records
- 1.4.14 Listening to all call recordings and view all chat transcripts
- 1.4.15 Manage canned chat responses system-wide
- 1.4.16 Monitor agent screen
- 1.4.17 Monitor interactions
- 1.4.18 Pull screen pop
- 1.4.19 Push/Pull Global Wallboards
- 1.4.20 Set alerts for real-time metrics system-wide
- 1.4.21 Set real-time metric views system wide
- 1.4.22 View historical reports
- 1.4.23 View interaction records
- 1.4.24 View real-time agent metrics
- 1.4.25 View real-time service metrics
- 1.4.26 Watch agent screen recordings
- 1.5 System Administration group
- 1.5.1 Allow recording export API access
- 1.5.2 Bulk Export/Import Contacts
- 1.5.3 Configure Contact Forms and fields
- 1.5.4 Configure directory
- 1.5.5 Manage BPO Clients
- 1.5.6 Manage all teams
- 1.5.7 Manage phones
- 1.5.8 Manage users
- 1.5.9 Privileged Access IP Range
- 1.5.10 Publish help
- 1.5.11 View audit log
- 1.5.12 View usage data
- 1.6 BPO Client group
- 1.1 Interaction Handling group
- Skill Levels
- Help ScreensDirectory
- Access Numbers
- Dial-out Entries
- Static Entries
- Special NumbersScenario Entries
- Scenario Entries Overview
- Web Callback
- Scenarios Overview
- Chat Workflows
- Workflow Entries
- VariablesServices and Campaigns
- Services and Campaigns Overview
- Properties Tab
- Assignments Tab
- Lists Tab
- Dispositions Tab
- Activity Tab
- Numbers Tab
- Service Level Tab
- Outbound Tab
- Results Tab
- Archive Tab
- Canned Tab
- Email Tab
- Pre-defined Dispositions
- Outbound - General
- Outbound - Calling Hours
- Outbound - Dial Rules
- Outbound - DNC
- Outbound - DiagnosticsLists
- Do Not Call ListsTasks
- Scheduled and In-Progress Tasks
- Task LogCase & Contact Management
- General Settings
- Client Partitions
- Case Categories
- Custom Fields
- Import & ExportForms
- AugmentationCall Center Configuration
- General Settings
- Integration Accounts
- Knowledge Base
- Hours of Operation
- State Calling Hours
- Auxiliary Skills
- Language Skills
- Audio Treatments
- Shared Voice Segments
- Omni-Channel Routing
- Chat Settings
- Email SettingsQuality Management
- Grading Categories
- Call Recording and Monitoring
- Screen Recording
- Encryption SettingsReporting
- Report Templates
- Reporting Settings
- WFM ReportsCustom
- Custom Reporting Fields
- Custom Survey FieldsSecurity
- Security Policy
- System Access Restrictions
- Text Masking
- Encryption Key Management
- Audit LogAppendices
- Agent Desktop Helper Application
- System Requirements
- Countries, Calling Codes, and Time Zones
- Setting Up Private S3 Storage
Registered users of your Bright Pattern Contact Center solution are assigned privileges that can be used to control access to various contact center functions. Privileges are arranged in the same way as they appear on the Roles page of the Contact Center Administrator application. For general information about privileges and roles, see section Roles.
Privileges are organized into six categories (i.e., groups):
- Interaction Handling
- Security and Administration
- Service and Campaign Administration
- System Administration
- BPO Client
Note: Some service configuration changes that affect agent behavior are not picked up dynamically by Agent Desktop. Thus, after making a change to privileges, we recommend that all affected agents re-login to Agent Desktop.
Interaction Handling group
Access full-screen Agent Desktop
The Access full-screen Agent Desktop privilege allows the user to enable full-screen Agent Desktop view within CRM applications.
Because CRM systems typically have their own email and case management capabilities, the full-screen mode normally would be used by supervisors only.
The Delete contacts privilege allows the deletion of contacts. If enabled, users can delete individual contacts via the Agent Desktop. When a contact is deleted, its activity history is deleted too. Cases are not deleted automatically.
The Edit contacts privilege provides write access to contacts. If enabled, users can create new contacts, and users can modify any fields in existing contacts (but not activity history).
Force pop-out phone window
This privilege is reserved for future use.
Handle automatically distributed interactions
The Handle automatically distributed interactions allows the user to receive calls from a service queue and preview records. This is the basic privilege that allows the user to perform typical call center agent work (i.e., provide services over the phone and participate in outbound campaigns).
The ability to handle customer chat or email interactions is controlled via separate privileges (see Handle email and Handle service chat).
When enabled, the Handle email privilege allows users to:
- Edit cases
- Create new cases manually
- Open cases from search results (even if they are already open by other agent)
- Mark cases as spam
Handle service chats
With the Handle service chats privilege, the user may handle chat interactions with customers. This includes chat interactions started by customers via SMS.
Note that the ability to initiate a chat with a customer via SMS is controlled by a separate privilege (see Initiate SMS conversation). Likewise, the ability to use internal chat is controlled by a separate privilege (see Send internal chats).
Initiate SMS conversation
The Initiate SMS conversation privilege allows the user to initiate chats with customers via SMS.
Listen to call recordings and view chat transcripts on assigned services
Listening to own call recordings and view own chat transcripts
This privilege provides Agent Desktop users the capability, via activity history, to access recordings where the agent participated (at least partially). This privilege applies to Agent Desktop only.
Login to Agent Desktop
Login to Agent Desktop allows the user to log in to Agent Desktop application and perform basic back-office telephony functions. Any user who needs access to Agent Desktop must have this privilege. Note that this privilege alone is not sufficient for performing typical contact center agent work.
Note that any user who logs into Agent Desktop will be counted as a concurrent user for the duration of the login session. Your service provider may impose a limit on how many of your users may be logged on concurrently.
Make external calls
A user with the Make external calls privilege may make external calls and blind transfers to external destinations from the Agent Desktop application. If the user does not have this privilege, an attempt to make an external call or blind transfer will result in a text error message displayed on Agent Desktop.
Note that the absence of this privilege does not prevent users from making external calls using the dial pad of their hardphones.
Mask original email content
The Mask original email content privilege allows the user to mask fragments of original customer email text. For more information, see section How to Mask Sensitive Data of the Agent Guide.
Modify own identification data
The Modify own identification data privilege allows the user to be able to modify specific fields of the user profile. If the privilege is not present, the following fields are locked:
- First Name
- Last Name
- Chat Nickname
See other agents/teams in directory
This privilege lets the user see all configured teams and team members in the Agent Desktop directory and view their current availability (presence). For more information, see section How to Use the Directory of the Agent Guide.
See other agents’ cases
See other agents’ cases allows the user to see cases handled by other agents. If the user does not have this privilege, the user will be able to see only cases that with which the user has worked. This privilege affects case search only. Absence of this privilege does not affect the user’s ability to receive emails related to existing cases that the user has not worked on.
Send internal chats
The Send internal chats privilege allows the user to initiate internal chat conversations.
Start recording of interactions
With this privilege, the user may start call recording.
Stop recording of interactions
Stop recording of interactions allows the user to stop call recording.
The Transfer calls privilege allows the user to transfer customer interactions to consultation parties and host conferences (both via-consultation and single-step).
Absence of this privilege does not affect user’s ability to
- make blind transfers of customer interactions
- transfer or conference internal calls
The Use Calendar privilege enables users to use the Agent Desktop calendar for scheduling.
Use Favorites tab
Use Favorites tab is an agent-level privilege that controls whether the user can see and set favorites from the Agent Desktop application. This privilege is an agent behavior control to prevent users from dialing destinations that they should not based on FCC/TCPA and organizational rules.
Use Recent Calls tab
The Use Recent Calls tab privilege lets the user restrict access to recent calls. This privilege uses TCPA manual dialing to limit which agents can access recent calls.
Use RightNow allows the user to use Agent Desktop embedded into the RightNow application. This privilege enables access to the Agent Desktop widget within RightNow.
For more information, see the RightNow Integration Guide.
Use ServiceNow allows the user to use Agent Desktop embedded into the ServiceNow application. This privilege enables access to the Agent Desktop widget within ServiceNow.
For more information, see the ServiceNow Integration Guide.
With the Use Zendesk privilege, the user may use Agent Desktop embedded into the Zendesk application. This privilege enables access to the Agent Desktop widget within Zendesk. To enable full-screen Agent Desktop view within Zendesk application, the user must also have the Access full Agent Desktop privilege.
For more information, see the Zendesk Integration Guide.
Security Administration group
Can edit and erase interaction records
This privilege provides access to the manual erasure functions in accordance with PCI DSS 3.2 and GDPR requirements. With this privilege enabled, users will be able to edit and erase interaction records securely and manually in the event that another user has mistakenly included a customer's sensitive data in interaction content (e.g., call recording, chat, etc.).
This privilege is added to predefined Security Administrator and System Administrator roles.
Grant all privileges
Grant all privileges allows the user to grant any privilege, regardless of the user's May grant or revoke settings with respect to specific privileges. This is helpful during product upgrades where new privileges may be introduced.
Manage roles and security settings
With this privilege enabled, the user has full access to the following settings:
Service and Campaign Administration group
Configure reporting settings
With this privilege enabled, the user has full access to the following settings:
Configure system-wide settings
The Configure system-wide settings privilege gives the user full access to all pages of the following menus: Tasks, Call Center Configuration, and Quality Management.
For tasks, note that all users who have the Configure system-wide settings privilege enabled will receive an email notification each time a scheduled task fails.
Control campaign operations
Control campaign operations enables the user to view and control assigned campaigns via Agent Desktop.
A user must have this privilege in order to be available for selection as a service/campaign operator via the Services and Campaigns > Assignments page. In the Agent Desktop application, access will be limited to campaigns where the user is assigned as an operator.
If this privilege is revoked from a user, the user's name will appear in red color in the list of operators of any services/campaigns that the user may have been previously assigned to operate.
Edit knowledge base
The Edit knowledge base privilege gives the user full access to the Knowledge Base via the Contact Center Administrator application. It also allows the user to create articles in the Knowledge Base via the Agent Desktop application.
Note that access to the Knowledge Base via the Agent Desktop application is provided in the context of the services that the user can handle.
Manage all services and campaigns
The Manage all services and campaigns privilege allows the user to configure all existing services campaigns regardless of whether the user is assigned to them as an administrator. Note that in order to assign teams to campaigns, the user must also have the Manage teams privilege.
Another privilege exists to enable the user to access only assigned services campaigns (see below). Note that in order to prevent the user from creating new services and campaigns, both these privileges must be disabled.
Manage assigned services and campaigns
With this privilege, the user has full access to configuration of the services and campaigns that the user is assigned to as an administrator. For more information, see section Services and Campaigns - Assignments Tab.
Note that in order to assign teams to a service/campaign, the user must also have the Manage teams privilege.
Another privilege exists to enable the user to access all configured campaigns regardless of assignment (see above). Note that in order to prevent the user from creating new campaigns, both these privileges must be disabled.
The Manage lists privilege gives the user full access to calling lists and do-not-call (DNC) lists. Absence of this privilege does not affect the user’s ability to associate existing lists with campaigns.
The Manage scenarios privilege allows the user to create, view, and edit scenarios. Absence of this privilege does not affect the user’s ability to configure scenario entries and associate such entries with existing scenarios.
Access Real-time Stats API
The Access Real-time Stats API privilege gives the user access to applications that are connected to Bright Pattern Contact Center via the Real-time Stats API; this includes viewing the wallboard application. Note: The availability of data on the Agent Desktop Home Screen is not affected by this privilege, with the exception of the wallboard icon.
All assigned teams combined view
When enabled, this privilege will show, on the supervisor's home screen, the agents from all teams assigned to the logged in supervisor, specifically with the following metrics:
- Time in State
- Not Ready Reason (if not ready for a reason)
- Team (new metric)
- Active interactions
It shows all services that are the teams are assigned to (individual services can be hidden if needed), specifically the following metrics:
- Calls in Queue
- Service Level
- # of Agents in Queue
- # of Ready Agents
- Current Max Wait Time (for calls in Queue)
Can see contents of email push queues
This privilege allows supervisors of teams with the push distribution method enabled to view push queues. Push queue items appear in team queues when the “All Services with Push Queues” option is selected; however, it is possible to select only one service and see only its queue.
While looking at a push queue, a supervisor can:
- Sort the queue as they like (i.e., using existing pull queue sort controls)
- Assign an item to an agent
- Assign one or more items to another queue and skill requirement
- Open an item to work with
- Delete an item or mark it as spam
Note that this setting is not assigned to any roles by default.
Can update final dispositions
This privilege enables users (i.e., agents, supervisors) to update dispositions even when final.
Change alert configuration
Users with the Change alert configuration privilege may enable/disable alerts available for some real-time metric displayed via Agent Desktop, change their appearance, and modify threshold values that trigger such alerts.
Note that the ability to set configured alerts as system-wide defaults is controlled via a separate privilege (see Set alerts for real-time metrics system-wide).
If the user does not have this privilege, the Alert Configuration dialog of the Agent Desktop will provide read-only information about the current alert configuration.
Change real-time metric views
The Change real-time metric views privilege allows the user to add metrics to, and remove them from, any real-time metric views of the Agent Desktop application. The user may also change the order in which the metrics appear in the table views.
Absence of this privilege does not affect the user’s ability to add services and campaigns to, and remove them from, real-time metric views.
Note that the ability to set created real-time metric views as system-wide defaults is controlled via a separate privilege (see Set real-time metric views system-wide).
The Customize Wallboards privilege allows additional elements to appear on the user's wallboard. These elements include title, selector, flip arrows, and menu. Using these elements, users can customize the look and display of their Agent Desktop wallboard. Using the Wallboard Layout Editor, cards and cells can be added, deleted, scaled, and expanded using mouseovers, click-and-drag, and drag-and-drop movements.
Define/View subteams of selected agents
The privilege Define/View subteams of selected agents enables subteam controls to be displayed in Agent Desktop and the Reports portal. In addition, the privilege allows users to switch between them. Subteams are smaller groups of agents that supervisors have selected from full teams.
The Delete cases privilege allows the deletion of cases. If enabled, users can delete individual cases via the Agent Desktop. When a case is deleted, all interactions related to a case are deleted.
Download recordings and transcripts
Force agent states
The Force agent states privilege allows the user to change current agent states of members of any team that the user is assigned to supervise.
Grade interactions allows the user to grade interactions while monitoring them in real-time via Agent Desktop and/or when reviewing their recordings/transcripts via the Contact Center Administrator application.
Note that in order to grade interactions while reviewing their recordings/transcripts, the user must also have the privilege Listen to call recordings and view chat transcripts (see below).
This privilege allows the user to listen to call recordings linked to activity history in the CRM records.
Listening to all call recordings and view all chat transcripts
With Listening to all call recordings and view all chat transcripts, the user may review voice recordings and chat transcripts via the Contact Center Administrator application.
When removing this privilege from a user, make sure this user also does not have the privilege Listen to call recordings and view chat transcripts for assigned services in the BPO Client group (see below).
Manage canned chat responses system-wide
The Manage canned chat responses system-wide privilege allows the user to make canned chat responses available to all other agents of the contact center. For more information, see section How to Create and Edit Canned Chat Responses of the Agent Guide.
Monitor agent screen
When enabled, the Monitor agent screen privilege allows the user to view and monitor the screens of a selected agent that the user is assigned to supervise.
The Monitor interactions privilege allows the user to connect to calls handled by agents that the user is assigned to supervise in silent monitoring, coaching, and barge-in modes. For more information, see section Call Monitoring, Coaching and Barge-In of the Supervisor Guide.
Pull screen pop
Pull screen pop allows the user to get snapshots of the Context Information Area of the desktops of agents that the user is assigned to supervise. Note that in order to be able to get a snapshot, the user must be connected to the agent in one of the call monitoring modes. Thus, the user also must have the privilege Monitor interactions (see above).
Push/Pull Global Wallboards
Users with the privilege Push/Pull Global Wallboards can push their personal wallboards to other users and/or teams, as well as pull shared wallboards from a global pool. Note that only global wallboards can be pulled.
Set alerts for real-time metrics system-wide
This privilege allows the user to set alerts that the user configures as system-wide defaults. Note that in order to use this privilege, the user must also have privilege Change alert configuration.
Set real-time metric views system wide
Set real-time metric views system wide allows the user to set real-time metric views that the user configures as system-wide defaults. Note that in order to use this privilege, the user must also have the privilege Change real-time metric views.
For more information, see section Customization of Metric Views of the Supervisor Guide.
View historical reports
The View historical reports privilege allows the user to generate and view reports via the Contact Center Administrator application. Absence of this privilege does not affect the user’s ability to access any of the general reporting settings or be a recipient of emailed scheduled reports.
View interaction records
With this privilege, the user may search for and review interaction records via the Contact Center Administrator application.
Absence of this privilege does not affect the user’s ability to generate and view the Call Detail Report or Email Detail Report. To prevent access to these reports, use privilege View historical reports (see above).
View real-time agent metrics
View real-time agent metrics allows the user to view real-time metrics for the agents of the teams that the user is assigned to supervise.
View real-time service metrics
With View real-time service metrics, the user may view real-time metrics for all services associated with the teams that the user is assigned to supervise.
Absence of this privilege does not affect the user’s ability to view campaign-specific metrics. To prevent access to these metrics, use privilege Control campaign operations (see above).
Watch agent screen recordings
The privilege Watch agent screen recordings allows supervisors to search for and view the screen recording sessions of agents on their teams. The screen recordings appear in interaction records in agent timeline searches. If a screen recording is available for the selected agent, and if the privilege is enabled, then the Watch screen recording button is shown to the supervisor.
System Administration group
Privileges associated with system administration are described as follows.
Allow recording export API access
This privilege allows users to access the Recording Retrieval API that retrieves call recordings and metadata based on the call identifier.
Bulk Export/Import Contacts
When enabled, the privilege Bulk Export/Import Contacts allows the export/import icon on the Agent Desktop Contacts screen to be shown.
Configure Contact Forms and fields
The Configure Contact Forms and field privilege allows users to edit contact, activity history, and augmentation and case forms.
Manage BPO Clients
When enabled, the Manage BPO Clients privilege allows users to:
- Create, edit, and delete BPO clients in the Contact Center Administrator application
- Assign forms and teams to BPO clients
Manage all teams
If granted the Manage all teams privilege, the user may
- create teams and change configuration of all existing users and teams
- create users and change configuration of existing users, provided that the user also has the Manage users privilege (see below)
- assign skills to, and change skill levels of, all existing agents, provided that the user also has the Manage skills privilege (see above)
Note that if a user is assigned as a supervisor of a particular team, absence of this privilege does not affect the user’s ability to change most of the configuration settings of the given team and its current members.
The Manage phones privilege gives the user full access to configuration of softphones, hardphones, access numbers, and scenario entries. Absence of this privilege does not affect the user’s ability to assign phone numbers to users.
The Manage users privilege allows the user to create users and change configuration of existing users, provided that he also has the Manage all teams privilege (see above).
Privileged Access IP Range
The Privileged Access IP Range privilege allows users (e.g., administrators) to be able to log in to the system from any IP address (e.g., a public place such as a coffee shop). Without this privilege, users can only log in from specific IP addresses.
Publish help gives the user full access to configuring help screens.
View audit log
With the View audit log privilege, the user can view the audit log.
View usage data
The View usage data privilege allows the user to access to reports about usage of telecom carriers’ resources via Contact Center Administrator > Reports > Usage.
BPO Client group
Listening to call recordings and view chat transcripts on services in reviewer role