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Foundations

Roles on the floor

What a Five9 domain contains before anyone dials.

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Foundations and the domain ยท foundation ยท 12 min full read

The same person is not every role. Agents take contacts. Supervisors can sit in skill groups with agents. Administrators configure the domain. Reporting is its own permission: standard reports do not appear without the Reporting role and at least one reporting permission.

Administrator permissions are finer than the job title. Editing call variables, for example, depends on 'User Can Edit Call Variables' on the administrator role. Skipping a permission looks like a missing feature.

Who can do whatAgentTakes the contact from askill.UserSupervisorMay also belong to askill group.UserAdminBuilds campaigns,scripts, and users.UserDenyA report menu stayshidden without theVCCPermissionCall-variable edits needan explicit permission.UserAuditWrite the role next toevery login in theVCC

Separate the person from the permission.

Worked example

Role card

Write four logins and the one task each is allowed to do.

  1. Name an agent task
  2. Name an admin task
  3. Name the reporting gate

You did not give the agent the IVR folder.

A supervisor wants a call log and the menu is missing. First check?
Can a supervisor be placed in a skill group?
Editing call variables requires
Agents configure IVR scripts. True or false?
Reporting data the agent sees on a screen pop is the same as a standard report. True or false?

Sources and go deeper

Ecosystem

Glossary. User profile: The permission template for a person. Not a campaign profile. Planning your implementation

Sister technologies. ServiceNow Plus adapter. Service Operations and Configurable workspaces. Release names in the PDF this lab read: Australia, Zurich, Yokohama. ServiceNow Plus adapter

Config. Write four logins and the one task each is allowed to do.

Troubleshooting. A supervisor says reporting is broken. Add the Reporting role and a reporting permission.

Cross-platform bridge. A mapping to another PBX or contact center is a teaching bridge. It is not an import button.

Future hook. The guide's cloud endpoint stays unset. Confirm before relying on a dated catalog or a case-study number.

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